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Discipline Wealth Solutions, LLC: VBR position timeline

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

Discipline Wealth Solutions, LLC held 247,996 VBR 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 247,996 shares
    Change vs previous 13F +10,272 shares

    5.26% of the 13F portfolio, value $60,260,616.

    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 237,724 shares
    Change vs previous 13F +150,327 shares

    5.44% of the 13F portfolio, value $51,645,464.

    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 87,397 shares
    Change vs previous 13F +65,735 shares

    3.43% of the 13F portfolio, value $18,509,818.

    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 21,662 shares
    Change vs previous 13F +8,544 shares

    1.19% of the 13F portfolio, value $4,521,006.

    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 13,118 shares
    Change vs previous 13F +8,026 shares

    0.98% of the 13F portfolio, value $2,558,080.

    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 5,092 shares
    Change vs previous 13F -920 shares

    0.45% of the 13F portfolio, value $948,629.

    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 6,012 shares
    Change vs previous 13F -657 shares

    0.55% of the 13F portfolio, value $1,191,403.

    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 6,669 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,338,911.

    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).