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Discipline Wealth Solutions, LLC: JEPQ position timeline

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

Discipline Wealth Solutions, LLC held 8,722 JEPQ 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 8,722 shares
    Change vs previous 13F +1,508 shares

    0.05% of the 13F portfolio, value $536,042.

    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 7,214 shares
    Change vs previous 13F -4,189 shares

    0.04% of the 13F portfolio, value $400,538.

    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 11,403 shares
    Change vs previous 13F +1,651 shares

    0.12% of the 13F portfolio, value $662,769.

    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 9,752 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $560,942.

    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).