Discipline Wealth Solutions, LLC: SUB position timeline

Discipline Wealth Solutions, LLC held 6,560 SUB 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 6,560 shares

   Change vs previous 13F +1 shares

   0.06% of the 13F portfolio, value $698,471.

   13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,559 shares

   Change vs previous 13F -507 shares

   0.07% of the 13F portfolio, value $698,563.

   13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,066 shares

   Change vs previous 13F -1,371 shares

   0.14% of the 13F portfolio, value $753,920.

   13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,437 shares

   Change vs previous 13F +1,543 shares

   0.24% of the 13F portfolio, value $900,895.

   13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,894 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $733,148.

   13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).