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Disclosery

Discipline Wealth Solutions, LLC: DDM position timeline

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

Discipline Wealth Solutions, LLC held 11,165 DDM 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 11,165 shares
    Change vs previous 13F +5,611 shares

    0.06% of the 13F portfolio, value $731,624.

    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 5,554 shares
    Change vs previous 13F -4,768 shares

    0.03% of the 13F portfolio, value $289,081.

    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 10,322 shares
    Change vs previous 13F +5,317 shares

    0.11% of the 13F portfolio, value $586,905.

    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 5,005 shares
    Change vs previous 13F -1,012 shares

    0.14% of the 13F portfolio, value $536,969.

    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 6,017 shares
    Change vs previous 13F -162 shares

    0.23% of the 13F portfolio, value $589,877.

    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 6,179 shares
    Change vs previous 13F -4,913 shares

    0.27% of the 13F portfolio, value $565,333.

    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 11,092 shares
    Change vs previous 13F +5,155 shares

    0.49% of the 13F portfolio, value $1,057,040.

    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 5,937 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $567,458.

    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).