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Discipline Wealth Solutions, LLC: CWB position timeline

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

Discipline Wealth Solutions, LLC held 72,762 CWB 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 72,762 shares
    Change vs previous 13F -7,032 shares

    0.68% of the 13F portfolio, value $7,845,229.

    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 79,794 shares
    Change vs previous 13F +76,065 shares

    0.77% of the 13F portfolio, value $7,302,755.

    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 3,729 shares
    Change vs previous 13F +86 shares

    0.06% of the 13F portfolio, value $332,627.

    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 3,643 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $329,675.

    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).