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Disclosery

Discipline Wealth Solutions, LLC: SGOV position timeline

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

Discipline Wealth Solutions, LLC held 32,192 SGOV 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 32,192 shares
    Change vs previous 13F -22,156 shares

    0.28% of the 13F portfolio, value $3,240,728.

    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 54,348 shares
    Change vs previous 13F +27,605 shares

    0.58% of the 13F portfolio, value $5,470,706.

    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 26,743 shares
    Change vs previous 13F +255 shares

    0.5% of the 13F portfolio, value $2,684,480.

    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 26,488 shares
    Change vs previous 13F +3,283 shares

    0.7% of the 13F portfolio, value $2,667,310.

    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 23,205 shares
    Change vs previous 13F +4,993 shares

    0.89% of the 13F portfolio, value $2,336,519.

    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 18,212 shares
    Change vs previous 13F +3,492 shares

    0.88% of the 13F portfolio, value $1,833,412.

    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 14,720 shares
    Change vs previous 13F +5,248 shares

    0.68% of the 13F portfolio, value $1,476,732.

    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 9,472 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $954,020.

    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).