Skip to content
Disclosery

Discipline Wealth Solutions, LLC: DFAS position timeline

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

Discipline Wealth Solutions, LLC held 134,696 DFAS 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 134,696 shares
    Change vs previous 13F +21,129 shares

    0.97% of the 13F portfolio, value $11,090,862.

    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 113,567 shares
    Change vs previous 13F +20,917 shares

    0.85% of the 13F portfolio, value $8,078,031.

    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 92,650 shares
    Change vs previous 13F +8,115 shares

    1.2% of the 13F portfolio, value $6,454,950.

    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 84,535 shares
    Change vs previous 13F +13,929 shares

    1.53% of the 13F portfolio, value $5,787,273.

    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 70,606 shares
    Change vs previous 13F +8,401 shares

    1.72% of the 13F portfolio, value $4,498,290.

    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 62,205 shares
    Change vs previous 13F -5,387 shares

    1.77% of the 13F portfolio, value $3,716,725.

    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 67,592 shares
    Change vs previous 13F +7,877 shares

    2.04% of the 13F portfolio, value $4,398,871.

    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 59,715 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,873,091.

    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).