Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

DOCU holding history

DocuSign, Inc. in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overview All 13F holders of DOCU Full Q2 2026 holdings

Shares (Q2 2026): 67,719
Value: $3.57M
% of portfolio: 0.9%
Quarters held: 20; Since Q2 2021

Holdings of DOCU by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67,719	$3.57M	0.9%	−1,601−2.3%	Reduced	Holders
Q1 2026	69,320	$3.25M	1.0%	+28,489+69.8%	Added	Holders
Q4 2025	40,831	$2.44M	0.8%	−1,616−3.8%	Reduced	Holders
Q3 2025	42,447	$2.97M	1.0%	−2,226−5.0%	Reduced	Holders
Q2 2025	44,673	$3.56M	1.3%	−1,622−3.5%	Reduced	Holders
Q1 2025	46,295	$3.44M	1.5%	−1,455−3.0%	Reduced	Holders
Q4 2024	47,750	$4.30M	1.7%	−6,099−11.3%	Reduced	Holders
Q3 2024	53,849	$3.60M	1.5%	−7,030−11.5%	Reduced	Holders
Q2 2024	60,879	$3.16M	1.4%	−2,001−3.2%	Reduced	Holders
Q1 2024	62,880	$3.73M	1.6%	−4,669−6.9%	Reduced	Holders
Q4 2023	67,549	$3.71M	1.9%	−11,568−14.6%	Reduced	Holders
Q3 2023	79,117	$3.28M	1.8%	−8,347−9.5%	Reduced	Holders
Q2 2023	87,464	$4.47M	2.2%	–	No prior filing	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	93,826	$5.30M	2.8%	−23,520−20.0%	Reduced	Holders
Q3 2022	117,346	$6.27M	2.7%	−13,858−10.6%	Reduced	Holders
Q2 2022	131,204	$7.53M	2.7%	−3,142−2.3%	Reduced	Holders
Q1 2022	134,346	$14.4M	5.2%	+52,885+64.9%	Added	Holders
Q4 2021	81,461	$12.4M	5.1%	+51,164+168.9%	Added	Holders
Q3 2021	30,297	$7.80M	4.1%	+29,647+4,561.1%	Added	Holders
Q2 2021	650	$182.0K	0.1%	+650	New	Holders