Discipline Wealth Solutions, LLC: TLTD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on TLTD, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 20,210 TLTD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 20,210 sharesChange vs previous 13F -2,311 shares
0.17% of the 13F portfolio, value $1,982,084.
13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,521 sharesChange vs previous 13F +1,074 shares
0.22% of the 13F portfolio, value $2,116,724.
13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,447 sharesChange vs previous 13F -1,535 shares
0.37% of the 13F portfolio, value $1,988,788.
13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,982 sharesChange vs previous 13F +4,428 shares
0.54% of the 13F portfolio, value $2,039,344.
13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,554 sharesChange vs previous 13F +14,953 shares
0.59% of the 13F portfolio, value $1,548,475.
13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,601 sharesChange vs previous 13F -1,406 shares
0.13% of the 13F portfolio, value $269,425.
13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,007 sharesChange vs previous 13F +47 shares
0.16% of the 13F portfolio, value $344,912.
13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,960 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $372,018.
13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).