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Disclosery

Discipline Wealth Solutions, LLC: DFSD position timeline

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

Discipline Wealth Solutions, LLC held 280,039 DFSD 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 280,039 shares
    Change vs previous 13F +14,829 shares

    1.17% of the 13F portfolio, value $13,371,849.

    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 265,210 shares
    Change vs previous 13F +42,255 shares

    1.34% of the 13F portfolio, value $12,698,278.

    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 222,955 shares
    Change vs previous 13F +12,376 shares

    1.98% of the 13F portfolio, value $10,690,692.

    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 210,579 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $10,147,802.

    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).