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Discipline Wealth Solutions, LLC: DFSV position timeline

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

Discipline Wealth Solutions, LLC held 271,116 DFSV 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 271,116 shares
    Change vs previous 13F +50,298 shares

    0.92% of the 13F portfolio, value $10,516,580.

    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 220,818 shares
    Change vs previous 13F +33,516 shares

    0.81% of the 13F portfolio, value $7,737,448.

    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 187,302 shares
    Change vs previous 13F +32,322 shares

    1.14% of the 13F portfolio, value $6,160,350.

    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 154,980 shares
    Change vs previous 13F +12,374 shares

    1.3% of the 13F portfolio, value $4,934,569.

    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 142,606 shares
    Change vs previous 13F +16,011 shares

    1.61% of the 13F portfolio, value $4,196,889.

    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 126,595 shares
    Change vs previous 13F -9,987 shares

    1.7% of the 13F portfolio, value $3,563,663.

    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 136,582 shares
    Change vs previous 13F +17,242 shares

    1.95% of the 13F portfolio, value $4,203,995.

    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 119,340 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $3,675,672.

    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).