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Discipline Wealth Solutions, LLC: LGH position timeline

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

Discipline Wealth Solutions, LLC held 227,458 LGH 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 227,458 shares
    Change vs previous 13F +47,913 shares

    1.27% of the 13F portfolio, value $14,502,696.

    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 179,545 shares
    Change vs previous 13F +115,645 shares

    1.08% of the 13F portfolio, value $10,226,657.

    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 63,900 shares
    Change vs previous 13F +16,573 shares

    0.73% of the 13F portfolio, value $3,959,892.

    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 47,327 shares
    Change vs previous 13F +5,573 shares

    0.75% of the 13F portfolio, value $2,858,294.

    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 41,754 shares
    Change vs previous 13F -603 shares

    0.87% of the 13F portfolio, value $2,273,114.

    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 42,357 shares
    Change vs previous 13F -5,230 shares

    0.98% of the 13F portfolio, value $2,045,437.

    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 47,587 shares
    Change vs previous 13F +12,854 shares

    1.15% of the 13F portfolio, value $2,477,874.

    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 34,733 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,763,742.

    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).