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Disclosery

Discipline Wealth Solutions, LLC: SSO position timeline

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

Discipline Wealth Solutions, LLC held 30,097 SSO 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 30,097 shares
    Change vs previous 13F +15,027 shares

    0.18% of the 13F portfolio, value $2,027,945.

    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 15,070 shares
    Change vs previous 13F -11,515 shares

    0.08% of the 13F portfolio, value $781,845.

    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 26,585 shares
    Change vs previous 13F +13,668 shares

    0.29% of the 13F portfolio, value $1,539,799.

    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 12,917 shares
    Change vs previous 13F -2,045 shares

    0.38% of the 13F portfolio, value $1,448,354.

    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 14,962 shares
    Change vs previous 13F +853 shares

    0.56% of the 13F portfolio, value $1,462,109.

    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 14,109 shares
    Change vs previous 13F -7,092 shares

    0.56% of the 13F portfolio, value $1,167,933.

    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 21,201 shares
    Change vs previous 13F +11,926 shares

    0.91% of the 13F portfolio, value $1,961,316.

    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 9,275 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $836,327.

    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).