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Discipline Wealth Solutions, LLC: EFO position timeline

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

Discipline Wealth Solutions, LLC held 67,800 EFO 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 67,800 shares
    Change vs previous 13F +11,108 shares

    0.43% of the 13F portfolio, value $4,961,103.

    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 56,692 shares
    Change vs previous 13F -13,904 shares

    0.38% of the 13F portfolio, value $3,605,579.

    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 70,596 shares
    Change vs previous 13F +461 shares

    0.84% of the 13F portfolio, value $4,506,852.

    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 70,135 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,182,836.

    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).