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Selective Wealth Management, Inc.: DFCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Selective Wealth Management, Inc. on DFCF, newest first. How the timeline and the estimate are built.

Selective Wealth Management, Inc. held 47,690 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,690 shares
    Change vs previous 13F +17,331 shares

    0.53% of the 13F portfolio, value $2,003,935.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,359 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,280,543.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).