Discipline Wealth Solutions, LLC: RWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on RWO, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 0 RWO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -5,494 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 5,494 sharesChange vs previous 13F +1,040 shares
0.03% of the 13F portfolio, value $251,448.
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 4,454 sharesChange vs previous 13F -1,477 shares
0.04% of the 13F portfolio, value $200,513.
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 5,931 sharesChange vs previous 13F +1,309 shares
0.07% of the 13F portfolio, value $271,455.
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).
- period ended2025-06-3013F 4,622 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $204,020.
13F-HR 0002010507-25-000004 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).