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Discipline Wealth Solutions, LLC: SSUS position timeline

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

Discipline Wealth Solutions, LLC held 63,936 SSUS 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 63,936 shares
    Change vs previous 13F +1,903 shares

    0.31% of the 13F portfolio, value $3,536,313.

    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 62,033 shares
    Change vs previous 13F -7,872 shares

    0.3% of the 13F portfolio, value $2,896,062.

    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 69,905 shares
    Change vs previous 13F +2,924 shares

    0.63% of the 13F portfolio, value $3,407,883.

    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 66,981 shares
    Change vs previous 13F +13,449 shares

    0.85% of the 13F portfolio, value $3,235,672.

    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 53,532 shares
    Change vs previous 13F +40,047 shares

    0.92% of the 13F portfolio, value $2,407,324.

    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 13,485 shares
    Change vs previous 13F -61,894 shares

    0.26% of the 13F portfolio, value $548,959.

    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 75,379 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,171,174.

    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).