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Discipline Wealth Solutions, LLC: QLD position timeline

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

Discipline Wealth Solutions, LLC held 71,112 QLD 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 71,112 shares
    Change vs previous 13F -51,261 shares

    0.6% of the 13F portfolio, value $6,880,809.

    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 122,373 shares
    Change vs previous 13F +92,975 shares

    0.79% of the 13F portfolio, value $7,464,775.

    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 29,398 shares
    Change vs previous 13F +20,218 shares

    0.38% of the 13F portfolio, value $2,069,917.

    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 9,180 shares
    Change vs previous 13F -1,480 shares

    0.33% of the 13F portfolio, value $1,259,536.

    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 10,660 shares
    Change vs previous 13F -257 shares

    0.48% of the 13F portfolio, value $1,254,759.

    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 10,917 shares
    Change vs previous 13F -4,888 shares

    0.46% of the 13F portfolio, value $970,262.

    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 15,805 shares
    Change vs previous 13F +9,781 shares

    0.79% of the 13F portfolio, value $1,710,695.

    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 6,024 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $606,617.

    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).