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Disclosery

Discipline Wealth Solutions, LLC: SHY position timeline

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

Discipline Wealth Solutions, LLC held 39,560 SHY 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 39,560 shares
    Change vs previous 13F -617 shares

    0.28% of the 13F portfolio, value $3,248,238.

    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 40,177 shares
    Change vs previous 13F +17,033 shares

    0.35% of the 13F portfolio, value $3,317,450.

    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 23,144 shares
    Change vs previous 13F +7,482 shares

    0.36% of the 13F portfolio, value $1,916,807.

    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 15,662 shares
    Change vs previous 13F +2,209 shares

    0.34% of the 13F portfolio, value $1,299,333.

    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 13,453 shares
    Change vs previous 13F +6,894 shares

    0.43% of the 13F portfolio, value $1,114,680.

    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 6,559 shares
    Change vs previous 13F -305 shares

    0.26% of the 13F portfolio, value $542,590.

    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 6,864 shares
    Change vs previous 13F -4,445 shares

    0.26% of the 13F portfolio, value $562,741.

    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 11,309 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $940,363.

    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).