Selective Wealth Management, Inc.

Position in PAR — Par Technology Corp

CIK 1755670 FOREST, VA

Position in PAR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$269,278

+$63,517 QoQ

Shares Held

15,458

+0.1% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#128

of 206 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $8,234,528 across 4 Software - Application names. PAR ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	19,237	$3,013,668
2	DOCU	Docusign, Inc.	67,719	$3,008,077
3	NOW	ServiceNow, Inc.	19,576	$1,943,505
4	PAR	Par Technology Corp This page	15,458	$269,278

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,278	15,458	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$205,761	15,436	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.