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Disclosery

Discipline Wealth Solutions, LLC: EFV position timeline

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

Discipline Wealth Solutions, LLC held 21,362 EFV 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 21,362 shares
    Change vs previous 13F -193 shares

    0.14% of the 13F portfolio, value $1,635,272.

    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 21,555 shares
    Change vs previous 13F -6 shares

    0.17% of the 13F portfolio, value $1,602,605.

    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 21,561 shares
    Change vs previous 13F -4,998 shares

    0.29% of the 13F portfolio, value $1,539,665.

    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 26,559 shares
    Change vs previous 13F +7,468 shares

    0.48% of the 13F portfolio, value $1,801,501.

    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 19,091 shares
    Change vs previous 13F +7,765 shares

    0.46% of the 13F portfolio, value $1,211,887.

    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 11,326 shares
    Change vs previous 13F +174 shares

    0.32% of the 13F portfolio, value $667,540.

    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 11,152 shares
    Change vs previous 13F -891 shares

    0.27% of the 13F portfolio, value $585,139.

    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 12,043 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $692,829.

    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).