Discipline Wealth Solutions, LLC: DLS position timeline

Discipline Wealth Solutions, LLC held 9,664 DLS 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 9,664 shares

   Change vs previous 13F -153 shares

   0.07% of the 13F portfolio, value $809,755.

   13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,817 shares

   Change vs previous 13F -824 shares

   0.08% of the 13F portfolio, value $800,079.

   13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,641 shares

   Change vs previous 13F -1,069 shares

   0.16% of the 13F portfolio, value $862,023.

   13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 11,710 shares

   Change vs previous 13F +6,988 shares

   0.25% of the 13F portfolio, value $931,027.

   13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,722 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $354,653.

   13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).