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Selective Wealth Management, Inc.: DFGX position timeline

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

Selective Wealth Management, Inc. held 34,159 DFGX 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 34,159 shares
    Change vs previous 13F +14,178 shares

    0.48% of the 13F portfolio, value $1,813,541.

    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 19,981 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,047,313.

    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).