Discipline Wealth Solutions, LLC: ITOT position timeline

Discipline Wealth Solutions, LLC held 22,153 ITOT 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 22,153 shares

   Change vs previous 13F +474 shares

   0.32% of the 13F portfolio, value $3,639,045.

   13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 21,679 shares

   Change vs previous 13F -267 shares

   0.33% of the 13F portfolio, value $3,087,795.

   13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 21,946 shares

   Change vs previous 13F -285 shares

   0.6% of the 13F portfolio, value $3,263,156.

   13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 22,231 shares

   Change vs previous 13F +17,699 shares

   0.85% of the 13F portfolio, value $3,237,875.

   13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,532 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $612,059.

   13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).