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Disclosery

Discipline Wealth Solutions, LLC: DFIS position timeline

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

Discipline Wealth Solutions, LLC held 1,014,876 DFIS 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 1,014,876 shares
    Change vs previous 13F +53,086 shares

    3.1% of the 13F portfolio, value $35,551,101.

    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 961,790 shares
    Change vs previous 13F +370,307 shares

    3.41% of the 13F portfolio, value $32,383,456.

    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 591,483 shares
    Change vs previous 13F +258,778 shares

    3.61% of the 13F portfolio, value $19,483,466.

    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 332,705 shares
    Change vs previous 13F +26,548 shares

    2.77% of the 13F portfolio, value $10,523,462.

    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 306,157 shares
    Change vs previous 13F +13,086 shares

    3.5% of the 13F portfolio, value $9,135,716.

    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 293,071 shares
    Change vs previous 13F +6,192 shares

    3.61% of the 13F portfolio, value $7,572,943.

    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 286,879 shares
    Change vs previous 13F +36,653 shares

    3.26% of the 13F portfolio, value $7,044,330.

    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 250,226 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $6,713,569.

    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).