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Disclosery

Discipline Wealth Solutions, LLC: VB position timeline

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

Discipline Wealth Solutions, LLC held 146,099 VB 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 146,099 shares
    Change vs previous 13F +12,944 shares

    3.86% of the 13F portfolio, value $44,285,595.

    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 133,155 shares
    Change vs previous 13F +91,409 shares

    3.67% of the 13F portfolio, value $34,876,009.

    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 41,746 shares
    Change vs previous 13F +31,821 shares

    2% of the 13F portfolio, value $10,768,381.

    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 9,925 shares
    Change vs previous 13F +3,885 shares

    0.67% of the 13F portfolio, value $2,523,709.

    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 6,040 shares
    Change vs previous 13F +2,472 shares

    0.55% of the 13F portfolio, value $1,431,259.

    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 3,568 shares
    Change vs previous 13F -202 shares

    0.38% of the 13F portfolio, value $791,195.

    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 3,770 shares
    Change vs previous 13F -287 shares

    0.42% of the 13F portfolio, value $905,761.

    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 4,057 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $962,265.

    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).