Discipline Wealth Solutions, LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on JPST, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 12,485 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 12,485 sharesChange vs previous 13F +6,855 shares
0.06% of the 13F portfolio, value $631,373.
13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,630 sharesChange vs previous 13F +1,159 shares
0.03% of the 13F portfolio, value $284,925.
13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,471 sharesChange vs previous 13F +4,471 shares
0.04% of the 13F portfolio, value $226,176.
13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -5,810 shares
13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 5,810 sharesChange vs previous 13F +1,333 shares
0.14% of the 13F portfolio, value $292,665.
13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,477 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $227,163.
13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).