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Disclosery

Discipline Wealth Solutions, LLC: IGSB position timeline

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

Discipline Wealth Solutions, LLC held 363,629 IGSB 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 363,629 shares
    Change vs previous 13F +21,107 shares

    1.66% of the 13F portfolio, value $19,057,789.

    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 342,522 shares
    Change vs previous 13F +21,979 shares

    1.9% of the 13F portfolio, value $18,002,959.

    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 320,543 shares
    Change vs previous 13F +36,393 shares

    3.14% of the 13F portfolio, value $16,950,296.

    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 284,150 shares
    Change vs previous 13F +9,261 shares

    3.97% of the 13F portfolio, value $15,068,498.

    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 274,889 shares
    Change vs previous 13F +22,436 shares

    5.55% of the 13F portfolio, value $14,503,132.

    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 252,453 shares
    Change vs previous 13F -6,677 shares

    6.31% of the 13F portfolio, value $13,220,956.

    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 259,130 shares
    Change vs previous 13F +19,027 shares

    6.2% of the 13F portfolio, value $13,397,014.

    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 240,103 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $12,643,824.

    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).