Discipline Wealth Solutions, LLC: BSVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on BSVO, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 30,529 BSVO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 30,529 sharesChange vs previous 13F -1,051 shares
0.08% of the 13F portfolio, value $891,132.
13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,580 sharesChange vs previous 13F -677 shares
0.08% of the 13F portfolio, value $801,185.
13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,257 sharesChange vs previous 13F -197 shares
0.14% of the 13F portfolio, value $751,588.
13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,454 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $735,125.
13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).