Selective Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Selective Wealth Management going back to Oct. 12, 2018
- Selective Wealth Management 2024 Q1 - filed April 11, 2024 - new!
- Selective Wealth Management 2023 Q4 - filed Jan. 5, 2024
- Selective Wealth Management 2023 Q3 - filed Oct. 10, 2023
- Selective Wealth Management 2023 Q2 - filed July 11, 2023
- Selective Wealth Management 2022 Q4 - filed Jan. 23, 2023
- Selective Wealth Management 2022 Q3 - filed Oct. 21, 2022
- Selective Wealth Management 2022 Q2 - filed July 28, 2022
- Selective Wealth Management 2022 Q1 - filed April 20, 2022
- Selective Wealth Management 2021 Q4 - filed Jan. 18, 2022
- Selective Wealth Management 2021 Q3 - filed Oct. 27, 2021
- Selective Wealth Management 2021 Q2 restated - filed Aug. 4, 2021
- Selective Wealth Management 2021 Q2 - filed July 8, 2021
- Selective Wealth Management 2021 Q1 - filed April 9, 2021
- Selective Wealth Management 2020 Q4 - filed Jan. 22, 2021
- Selective Wealth Management 2020 Q3 - filed Oct. 21, 2020
- Selective Wealth Management 2020 Q2 - filed July 15, 2020
- Selective Wealth Management 2020 Q1 - filed April 16, 2020
- Selective Wealth Management 2019 Q4 - filed Jan. 10, 2020
- Selective Wealth Management 2019 Q3 - filed Oct. 29, 2019
- Selective Wealth Management 2019 Q2 - filed July 16, 2019
- Selective Wealth Management 2019 Q1 - filed April 4, 2019
- Selective Wealth Management 2018 Q3 - filed Oct. 12, 2018