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Discipline Wealth Solutions, LLC: DFIC position timeline

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

Discipline Wealth Solutions, LLC held 725,663 DFIC 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 725,663 shares
    Change vs previous 13F -30,230 shares

    2.36% of the 13F portfolio, value $27,038,210.

    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 755,893 shares
    Change vs previous 13F +449,654 shares

    2.83% of the 13F portfolio, value $26,856,889.

    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 306,239 shares
    Change vs previous 13F +275,991 shares

    1.96% of the 13F portfolio, value $10,553,003.

    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 30,248 shares
    Change vs previous 13F +22,171 shares

    0.26% of the 13F portfolio, value $991,823.

    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 8,077 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $251,120.

    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).