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Discipline Wealth Solutions, LLC: BIV position timeline

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

Discipline Wealth Solutions, LLC held 818,448 BIV 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 818,448 shares
    Change vs previous 13F +89,546 shares

    5.48% of the 13F portfolio, value $62,774,958.

    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 728,902 shares
    Change vs previous 13F +98,573 shares

    5.92% of the 13F portfolio, value $56,256,658.

    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 630,329 shares
    Change vs previous 13F +70,446 shares

    9.1% of the 13F portfolio, value $49,090,004.

    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 559,883 shares
    Change vs previous 13F +17,974 shares

    11.53% of the 13F portfolio, value $43,721,247.

    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 541,909 shares
    Change vs previous 13F +39,352 shares

    16.05% of the 13F portfolio, value $41,911,209.

    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 502,557 shares
    Change vs previous 13F -747 shares

    18.37% of the 13F portfolio, value $38,480,764.

    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 503,304 shares
    Change vs previous 13F +42,643 shares

    17.42% of the 13F portfolio, value $37,611,885.

    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 460,661 shares
    Change vs previous 13F not available

    19.06% of the 13F portfolio, value $36,102,008.

    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).