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Disclosery

Discipline Wealth Solutions, LLC: DFEM position timeline

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

Discipline Wealth Solutions, LLC held 553,073 DFEM 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 553,073 shares
    Change vs previous 13F +80,204 shares

    1.96% of the 13F portfolio, value $22,476,894.

    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 472,869 shares
    Change vs previous 13F +48,655 shares

    1.72% of the 13F portfolio, value $16,337,627.

    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 424,214 shares
    Change vs previous 13F +54,372 shares

    2.6% of the 13F portfolio, value $14,032,990.

    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 369,842 shares
    Change vs previous 13F +61,300 shares

    3.13% of the 13F portfolio, value $11,860,847.

    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 308,542 shares
    Change vs previous 13F +21,019 shares

    3.51% of the 13F portfolio, value $9,157,513.

    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 287,523 shares
    Change vs previous 13F +3,186 shares

    3.63% of the 13F portfolio, value $7,607,864.

    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 284,337 shares
    Change vs previous 13F +35,546 shares

    3.45% of the 13F portfolio, value $7,446,794.

    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 248,791 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $7,003,467.

    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).