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Disclosery

Discipline Wealth Solutions, LLC: SSXU position timeline

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

Discipline Wealth Solutions, LLC held 20,980 SSXU 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 20,980 shares
    Change vs previous 13F +1,010 shares

    0.06% of the 13F portfolio, value $743,186.

    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 19,970 shares
    Change vs previous 13F -3,163 shares

    0.07% of the 13F portfolio, value $686,314.

    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 23,133 shares
    Change vs previous 13F -8,514 shares

    0.15% of the 13F portfolio, value $794,567.

    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 31,647 shares
    Change vs previous 13F -69,670 shares

    0.28% of the 13F portfolio, value $1,076,347.

    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 101,317 shares
    Change vs previous 13F -158 shares

    1.23% of the 13F portfolio, value $3,220,036.

    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 101,475 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,940,731.

    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).