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Disclosery

Discipline Wealth Solutions, LLC: SECT position timeline

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

Discipline Wealth Solutions, LLC held 4,375 SECT 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 4,375 shares
    Change vs previous 13F -228 shares

    0.03% of the 13F portfolio, value $315,278.

    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 4,603 shares
    Change vs previous 13F +1,221 shares

    0.03% of the 13F portfolio, value $277,945.

    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 3,382 shares
    Change vs previous 13F +107 shares

    0.04% of the 13F portfolio, value $218,233.

    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 3,275 shares
    Change vs previous 13F -29,570 shares

    0.05% of the 13F portfolio, value $206,389.

    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 32,845 shares
    Change vs previous 13F -653 shares

    0.73% of the 13F portfolio, value $1,907,313.

    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 33,498 shares
    Change vs previous 13F -8,531 shares

    0.82% of the 13F portfolio, value $1,710,432.

    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 42,029 shares
    Change vs previous 13F +12,943 shares

    1.07% of the 13F portfolio, value $2,309,915.

    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 29,086 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,563,954.

    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).