Skip to content
Disclosery

Discipline Wealth Solutions, LLC: IBM position timeline

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

Discipline Wealth Solutions, LLC held 971 IBM 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 971 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $273,001.

    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 1,131 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $274,125.

    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 858 shares
    Change vs previous 13F +141 shares

    0.05% of the 13F portfolio, value $254,188.

    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 717 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $202,347.

    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).