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Discipline Wealth Solutions, LLC: HCMT position timeline

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

Discipline Wealth Solutions, LLC held 1,203,003 HCMT 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 1,203,003 shares
    Change vs previous 13F +145,020 shares

    4.4% of the 13F portfolio, value $50,453,934.

    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 1,057,983 shares
    Change vs previous 13F +794,616 shares

    3.92% of the 13F portfolio, value $37,230,425.

    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 263,367 shares
    Change vs previous 13F +18,810 shares

    1.88% of the 13F portfolio, value $10,155,442.

    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 244,557 shares
    Change vs previous 13F -26,226 shares

    2.42% of the 13F portfolio, value $9,168,447.

    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 270,783 shares
    Change vs previous 13F +92,740 shares

    3.38% of the 13F portfolio, value $8,822,098.

    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 178,043 shares
    Change vs previous 13F -31,278 shares

    2.57% of the 13F portfolio, value $5,378,677.

    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 209,321 shares
    Change vs previous 13F +54,468 shares

    3.5% of the 13F portfolio, value $7,553,651.

    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 154,853 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $5,458,568.

    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).