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Disclosery

Discipline Wealth Solutions, LLC: SCHH position timeline

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

Discipline Wealth Solutions, LLC held 21,223 SCHH 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 21,223 shares
    Change vs previous 13F +148 shares

    0.04% of the 13F portfolio, value $502,570.

    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 21,075 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $452,904.

    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 20,962 shares
    Change vs previous 13F +219 shares

    0.08% of the 13F portfolio, value $437,904.

    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 20,743 shares
    Change vs previous 13F +150 shares

    0.12% of the 13F portfolio, value $447,420.

    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 20,593 shares
    Change vs previous 13F +154 shares

    0.17% of the 13F portfolio, value $435,755.

    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 20,439 shares
    Change vs previous 13F +94 shares

    0.21% of the 13F portfolio, value $439,638.

    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 20,345 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $428,476.

    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).