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Selective Wealth Management, Inc.: DOCU position timeline

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

Selective Wealth Management, Inc. held 67,719 DOCU 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 67,719 shares
    Change vs previous 13F -1,601 shares

    0.94% of the 13F portfolio, value $3,571,500.

    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 69,320 shares
    Change vs previous 13F +28,489 shares

    0.96% of the 13F portfolio, value $3,252,494.

    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 40,831 shares
    Change vs previous 13F -1,616 shares

    0.76% of the 13F portfolio, value $2,437,202.

    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 42,447 shares
    Change vs previous 13F -2,226 shares

    0.96% of the 13F portfolio, value $2,968,731.

    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 44,673 shares
    Change vs previous 13F -1,622 shares

    1.3% of the 13F portfolio, value $3,555,064.

    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 46,295 shares
    Change vs previous 13F -1,455 shares

    1.5% of the 13F portfolio, value $3,442,020.

    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 47,750 shares
    Change vs previous 13F -6,099 shares

    1.75% of the 13F portfolio, value $4,301,782.

    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 53,849 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,601,948.

    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).