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Discipline Wealth Solutions, LLC: SLV position timeline

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

Discipline Wealth Solutions, LLC held 37,750 SLV 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 37,750 shares
    Change vs previous 13F +2,772 shares

    0.18% of the 13F portfolio, value $2,018,477.

    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 34,978 shares
    Change vs previous 13F -5,233 shares

    0.25% of the 13F portfolio, value $2,383,367.

    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 40,211 shares
    Change vs previous 13F +1,055 shares

    0.48% of the 13F portfolio, value $2,590,380.

    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 39,156 shares
    Change vs previous 13F -827 shares

    0.44% of the 13F portfolio, value $1,659,029.

    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 39,983 shares
    Change vs previous 13F +5,426 shares

    0.5% of the 13F portfolio, value $1,311,850.

    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 34,557 shares
    Change vs previous 13F +21,949 shares

    0.51% of the 13F portfolio, value $1,070,909.

    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 12,608 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $331,960.

    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).