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Discipline Wealth Solutions, LLC: DFAC position timeline

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

Discipline Wealth Solutions, LLC held 2,591,864 DFAC 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 2,591,864 shares
    Change vs previous 13F +258,168 shares

    10.03% of the 13F portfolio, value $114,975,085.

    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 2,333,696 shares
    Change vs previous 13F +733,307 shares

    9.55% of the 13F portfolio, value $90,687,426.

    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 1,600,389 shares
    Change vs previous 13F +477,461 shares

    11.74% of the 13F portfolio, value $63,359,392.

    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 1,122,928 shares
    Change vs previous 13F +164,352 shares

    11.42% of the 13F portfolio, value $43,311,352.

    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 958,576 shares
    Change vs previous 13F +50,279 shares

    13.16% of the 13F portfolio, value $34,355,376.

    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 908,297 shares
    Change vs previous 13F +33,226 shares

    14.3% of the 13F portfolio, value $29,964,703.

    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 875,071 shares
    Change vs previous 13F +86,443 shares

    14.02% of the 13F portfolio, value $30,268,709.

    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 788,628 shares
    Change vs previous 13F not available

    14.27% of the 13F portfolio, value $27,042,038.

    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).