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Discipline Wealth Solutions, LLC: QQH position timeline

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

Discipline Wealth Solutions, LLC held 191,319 QQH 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 191,319 shares
    Change vs previous 13F +35,160 shares

    1.43% of the 13F portfolio, value $16,376,911.

    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 156,159 shares
    Change vs previous 13F +102,831 shares

    1.15% of the 13F portfolio, value $10,904,588.

    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 53,328 shares
    Change vs previous 13F +13,147 shares

    0.76% of the 13F portfolio, value $4,125,724.

    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 40,181 shares
    Change vs previous 13F +1,509 shares

    0.81% of the 13F portfolio, value $3,066,733.

    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 38,672 shares
    Change vs previous 13F +2,433 shares

    1% of the 13F portfolio, value $2,614,599.

    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 36,239 shares
    Change vs previous 13F -4,259 shares

    1.01% of the 13F portfolio, value $2,119,257.

    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 40,498 shares
    Change vs previous 13F +9,392 shares

    1.26% of the 13F portfolio, value $2,714,581.

    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 31,106 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,961,233.

    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).