Discipline Wealth Solutions, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on V, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 2,789 V shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,789 sharesChange vs previous 13F +117 shares
0.08% of the 13F portfolio, value $956,971.
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 2,672 sharesChange vs previous 13F +390 shares
0.09% of the 13F portfolio, value $807,667.
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 2,282 sharesChange vs previous 13F +45 shares
0.15% of the 13F portfolio, value $800,320.
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 2,237 sharesChange vs previous 13F +825 shares
0.2% of the 13F portfolio, value $763,667.
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 1,412 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $501,331.
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 1,412 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $494,850.
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 1,412 sharesChange vs previous 13F +89 shares
0.21% of the 13F portfolio, value $446,248.
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 1,323 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $363,759.
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).