Skip to content
Disclosery

Selective Wealth Management, Inc.: DGCB position timeline

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

Selective Wealth Management, Inc. held 19,906 DGCB 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 19,906 shares
    Change vs previous 13F +8,619 shares

    0.28% of the 13F portfolio, value $1,078,765.

    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 11,287 shares
    Change vs previous 13F +6,985 shares

    0.18% of the 13F portfolio, value $612,809.

    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 4,302 shares
    Change vs previous 13F +626 shares

    0.07% of the 13F portfolio, value $234,749.

    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 3,676 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $204,124.

    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).