Discipline Wealth Solutions, LLC: O position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on O, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 7,449 O shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 7,449 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $461,537.
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 7,449 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $455,727.
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 7,449 sharesChange vs previous 13F -269 shares
0.08% of the 13F portfolio, value $419,897.
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 ended2025-09-3013F 7,718 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $469,169.
13F-HR 0002010507-25-000006 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).