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Discipline Wealth Solutions, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on BIL, newest first. How the timeline and the estimate are built.

Discipline Wealth Solutions, LLC held 32,547 BIL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,547 shares
    Change vs previous 13F +1,755 shares

    0.26% of the 13F portfolio, value $2,982,593.

    13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
    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 30,792 shares
    Change vs previous 13F +6,540 shares

    0.3% of the 13F portfolio, value $2,821,797.

    13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
    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 24,252 shares
    Change vs previous 13F +2,123 shares

    0.41% of the 13F portfolio, value $2,216,122.

    13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
    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 22,129 shares
    Change vs previous 13F +16,246 shares

    0.54% of the 13F portfolio, value $2,030,323.

    13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
    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 5,883 shares
    Change vs previous 13F -19,500 shares

    0.21% of the 13F portfolio, value $539,647.

    13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
    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 25,383 shares
    Change vs previous 13F +1,401 shares

    1.11% of the 13F portfolio, value $2,328,405.

    13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, LLC
    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 23,982 shares
    Change vs previous 13F +7,589 shares

    1.02% of the 13F portfolio, value $2,192,678.

    13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, LLC
    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 16,393 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,505,041.

    13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).