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Discipline Wealth Solutions, LLC: TQQQ position timeline

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

Discipline Wealth Solutions, LLC held 68,198 TQQQ 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 68,198 shares
    Change vs previous 13F -11,443 shares

    0.48% of the 13F portfolio, value $5,524,007.

    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 79,641 shares
    Change vs previous 13F +27,579 shares

    0.35% of the 13F portfolio, value $3,319,423.

    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 52,062 shares
    Change vs previous 13F +32,113 shares

    0.51% of the 13F portfolio, value $2,744,718.

    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 19,949 shares
    Change vs previous 13F +6,633 shares

    0.54% of the 13F portfolio, value $2,062,709.

    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 13,316 shares
    Change vs previous 13F -3,907 shares

    0.42% of the 13F portfolio, value $1,105,270.

    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 17,223 shares
    Change vs previous 13F -1,769 shares

    0.47% of the 13F portfolio, value $986,898.

    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 18,992 shares
    Change vs previous 13F -4,426 shares

    0.7% of the 13F portfolio, value $1,502,849.

    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 23,418 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,697,571.

    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).