Selective Wealth Management, Inc. SEC EDGAR Filings (CIK 0001755670)

SEC EDGAR filings, ownership reports, and insider transactions for Selective Wealth Management, Inc..

Business address
1149 Vista Park Drive, Unit D, Forest, VA, 24551
Top securities (13F)
SGOV, VOO, SPYM, META, WCLD, DFSD, AAPL, VTI, JEPI, IVV, TWLO, CRM, VEEV, VXUS, OKTA, NOW, QQQ, V, INTC, and DOCU
State of incorporation
DE
Fiscal year end
31 December
Former names
Selective Wealth Management (to 12 Oct 2018)
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Selective Wealth Management, Inc. has filed 29 SEC EDGAR filings since 12 Oct 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Oct 2025 30 Sep 2025 028-18908
13F-HR Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-18908
13F-HR Open Document Open Filing 14 Apr 2025 31 Mar 2025 028-18908
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-18908
13F-HR Open Document Open Filing 09 Oct 2024 30 Sep 2024 028-18908
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-18908
13F-HR Open Document Open Filing 11 Apr 2024 31 Mar 2024 028-18908
13F-HR Open Document Open Filing 05 Jan 2024 31 Dec 2023 028-18908
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-18908
13F-HR Open Document Open Filing 11 Jul 2023 30 Jun 2023 028-18908
13F-HR Open Document Open Filing 23 Jan 2023 31 Dec 2022 028-18908
13F-HR Open Document Open Filing 21 Oct 2022 30 Sep 2022 028-18908
13F-HR Open Document Open Filing 28 Jul 2022 30 Jun 2022 028-18908
13F-HR Open Document Open Filing 20 Apr 2022 31 Mar 2022 028-18908
13F-HR Open Document Open Filing 18 Jan 2022 31 Dec 2021 028-18908
13F-HR Open Document Open Filing 27 Oct 2021 30 Sep 2021 028-18908
13F-HR/A Open Document Open Filing 04 Aug 2021 30 Jun 2021 028-18908
13F-HR Open Document Open Filing 08 Jul 2021 30 Jun 2021 028-18908
13F-HR Open Document Open Filing 09 Apr 2021 31 Mar 2021 028-18908
13F-HR Open Document Open Filing 22 Jan 2021 31 Dec 2020 028-18908
13F-HR Open Document Open Filing 21 Oct 2020 30 Sep 2020 028-18908
13F-HR Open Document Open Filing 15 Jul 2020 30 Jun 2020 028-18908
13F-HR Open Document Open Filing 16 Apr 2020 31 Mar 2020 028-18908
13F-HR Open Document Open Filing 10 Jan 2020 31 Dec 2019 028-18908
13F-HR Open Document Open Filing 29 Oct 2019 30 Sep 2019 028-18908
13F-HR Open Document Open Filing 16 Jul 2019 30 Jun 2019 028-18908
13F-HR Open Document Open Filing 04 Apr 2019 31 Mar 2019 028-18908
D Open Document Open Filing 12 Dec 2018 021-327766
13F-HR Open Document Open Filing 12 Oct 2018 30 Sep 2018 028-18908