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Discipline Wealth Solutions, LLC: BNDX position timeline

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

Discipline Wealth Solutions, LLC held 658,093 BNDX 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 658,093 shares
    Change vs previous 13F +58,330 shares

    2.78% of the 13F portfolio, value $31,871,446.

    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 599,763 shares
    Change vs previous 13F +64,924 shares

    3.03% of the 13F portfolio, value $28,818,599.

    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 534,839 shares
    Change vs previous 13F +72,345 shares

    4.79% of the 13F portfolio, value $25,843,438.

    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 462,494 shares
    Change vs previous 13F +21,455 shares

    6.03% of the 13F portfolio, value $22,874,945.

    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 441,039 shares
    Change vs previous 13F +39,952 shares

    8.36% of the 13F portfolio, value $21,835,834.

    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 401,087 shares
    Change vs previous 13F -8,894 shares

    9.35% of the 13F portfolio, value $19,581,078.

    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 409,981 shares
    Change vs previous 13F +29,075 shares

    9.31% of the 13F portfolio, value $20,109,592.

    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 380,906 shares
    Change vs previous 13F not available

    10.11% of the 13F portfolio, value $19,151,929.

    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).