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Selective Wealth Management, Inc.: DFSD position timeline

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

Selective Wealth Management, Inc. held 254,953 DFSD 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 254,953 shares
    Change vs previous 13F +22,712 shares

    3.19% of the 13F portfolio, value $12,163,803.

    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 232,241 shares
    Change vs previous 13F +68,063 shares

    3.29% of the 13F portfolio, value $11,104,607.

    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).

  3. period ended2025-12-31
    13F 164,178 shares
    Change vs previous 13F +109,762 shares

    2.46% of the 13F portfolio, value $7,882,190.

    13F-HR 0001755670-26-000001 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).

  4. period ended2025-09-30
    13F 54,416 shares
    Change vs previous 13F +46,483 shares

    0.85% of the 13F portfolio, value $2,628,286.

    13F-HR 0001755670-25-000006 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).

  5. period ended2025-06-30
    13F 7,933 shares
    Change vs previous 13F +3,230 shares

    0.14% of the 13F portfolio, value $380,630.

    13F-HR 0001755670-25-000003 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).

  6. period ended2025-03-31
    13F 4,703 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $221,464.

    13F-HR 0001755670-25-000002 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).

  7. period ended2024-12-31
    13F 4,703 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $219,912.

    13F-HR 0001755670-25-000001 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).

  8. period ended2024-09-30
    13F 4,703 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $223,863.

    13F-HR 0001755670-24-000006 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).