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Disclosery

Discipline Wealth Solutions, LLC: DGS position timeline

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

Discipline Wealth Solutions, LLC held 118,161 DGS 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 118,161 shares
    Change vs previous 13F -4,153 shares

    0.67% of the 13F portfolio, value $7,646,175.

    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 122,314 shares
    Change vs previous 13F +64,894 shares

    0.77% of the 13F portfolio, value $7,351,069.

    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 57,420 shares
    Change vs previous 13F +39,313 shares

    0.61% of the 13F portfolio, value $3,286,694.

    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 18,107 shares
    Change vs previous 13F +9,175 shares

    0.27% of the 13F portfolio, value $1,033,882.

    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 8,932 shares
    Change vs previous 13F +4,704 shares

    0.19% of the 13F portfolio, value $493,377.

    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 4,228 shares
    Change vs previous 13F +125 shares

    0.1% of the 13F portfolio, value $204,238.

    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 4,103 shares
    Change vs previous 13F -392 shares

    0.09% of the 13F portfolio, value $200,716.

    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 4,495 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $241,394.

    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).