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Discipline Wealth Solutions, LLC: BSV position timeline

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

Discipline Wealth Solutions, LLC held 309,533 BSV 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 309,533 shares
    Change vs previous 13F +14,109 shares

    2.1% of the 13F portfolio, value $24,115,701.

    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 295,424 shares
    Change vs previous 13F +171,502 shares

    2.44% of the 13F portfolio, value $23,164,160.

    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 123,922 shares
    Change vs previous 13F +86,074 shares

    1.81% of the 13F portfolio, value $9,766,290.

    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 37,848 shares
    Change vs previous 13F +5,045 shares

    0.79% of the 13F portfolio, value $2,986,566.

    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 32,803 shares
    Change vs previous 13F +12,118 shares

    0.99% of the 13F portfolio, value $2,581,581.

    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 20,685 shares
    Change vs previous 13F +130 shares

    0.77% of the 13F portfolio, value $1,619,211.

    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 20,555 shares
    Change vs previous 13F -3,718 shares

    0.74% of the 13F portfolio, value $1,588,313.

    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 24,273 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,910,038.

    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).