Alphabet Inc.
BG ˙ BUL ˙ US02079K3059
SecurityBG:ABEA / Alphabet Inc.
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership4,290 shares
Latest Disclosed Value $ 1,501,260
Selective Wealth Management, Inc. reports 1.52% decrease in ownership of ABEA / Alphabet Inc.

On April 30, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 4,290 shares of Alphabet Inc. (BG:ABEA) valued at $1,501,260 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 4,356 shares of Alphabet Inc.. This represents a change in shares of -1.52% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F ALPHABET CAP STK CL A 02079K305 4,290 -66 -1.52 1,501 3.59 0.4448
2026-01-16 2025-12-31 13F ALPHABET CAP STK CL A 02079K305 4,356 335 8.33 1,450 46.66 0.4526
2025-10-10 2025-09-30 13F ALPHABET CAP STK CL A 02079K305 4,021 320 8.65 988 51.30 0.3181
2025-07-10 2025-06-30 13F ALPHABET CAP STK CL A 02079K305 3,701 334 9.92 654 23.44 0.2386
2025-04-14 2025-03-31 13F ALPHABET CAP STK CL A 02079K305 3,367 30 0.90 529 -16.30 0.2302
2025-01-15 2024-12-31 13F ALPHABET CAP STK CL A 02079K305 3,337 100 3.09 633 18.80 0.2570
2024-10-09 2024-09-30 13F ALPHABET CAP STK CL A 02079K305 3,237 809 33.32 532 16.16 0.2210
2024-07-10 2024-06-30 13F ALPHABET CAP STK CL A 02079K305 2,428 -120 -4.71 459 15.37 0.2021
2024-04-11 2024-03-31 13F ALPHABET CAP STK CL A 02079K305 2,548 0 0.00 398 14.41 0.1729
2024-01-05 2023-12-31 13F ALPHABET CAP STK CL A 02079K305 2,548 -492 -16.18 348 -15.57 0.1750
2023-10-10 2023-09-30 13F ALPHABET CAP STK CL A 02079K305 3,040 -987 -24.51 411 -12.18 0.2258
2023-07-11 2023-06-30 13F ALPHABET CAP STK CL A 02079K305 4,027 -666 -14.19 469 1.74 0.2339
2023-01-23 2022-12-31 13F ALPHABET CAP STK CL A 02079K305 4,693 282 6.39 460 9.00 0.2429
2022-10-21 2022-09-30 13F ALPHABET CAP STK CL A 02079K305 4,411 4,162 1,671.49 422 -22.28 0.1808
2022-07-28 2022-06-30 13F ALPHABET CAP STK CL A 02079K305 249 76 43.93 543 12.89 0.1933
2022-04-20 2022-03-31 13F ALPHABET CAP STK CL A 02079K305 173 32 22.70 481 17.89 0.1743
2022-01-18 2021-12-31 13F ALPHABET CAP STK CL A 02079K305 141 -50 -26.18 408 -20.16 0.1665
2021-10-27 2021-09-30 13F ALPHABET CAP STK CL A 02079K305 191 24 14.37 511 25.25 0.2708
2021-08-04 2021-06-30 13F/A-1 ALPHABET CAP STK CL A 02079K305 167 110 192.98 408 245.76 0.3251
2021-07-08 2021-06-30 13F ALPHABET CAP STK CL A 02079K305 57 0 118 0.1073
2021-04-09 2021-03-31 13F ALPHABET CAP STK CL A 02079K305 57 50 714.29 118 883.33 0.1073
2021-01-22 2020-12-31 13F ALPHABET CAP STK CL A 02079K305 7 0 0.00 12 20.00 0.0077
2020-10-21 2020-09-30 13F ALPHABET CAP STK CL A 02079K305 7 0 0.00 10 0.00 0.0078
2020-07-15 2020-06-30 13F ALPHABET CAP STK CL A 02079K305 7 0 0.00 10 25.00 0.0083
2020-04-16 2020-03-31 13F ALPHABET CAP STK CL A 02079K305 7 0 0.00 8 -11.11 0.0125
2020-01-10 2019-12-31 13F ALPHABET CAP STK CL A 02079K305 7 0 0.00 9 0.00 0.0109
2019-10-29 2019-09-30 13F ALPHABET CAP STK CL A 02079K305 7 7 9 0.0124
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.