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Discipline Wealth Solutions, LLC: VNQ position timeline

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

Discipline Wealth Solutions, LLC held 129,993 VNQ 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 129,993 shares
    Change vs previous 13F +30,587 shares

    1.09% of the 13F portfolio, value $12,535,255.

    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 99,406 shares
    Change vs previous 13F +87,679 shares

    0.93% of the 13F portfolio, value $8,817,273.

    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 11,727 shares
    Change vs previous 13F +6,628 shares

    0.19% of the 13F portfolio, value $1,037,712.

    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 5,099 shares
    Change vs previous 13F +2,680 shares

    0.12% of the 13F portfolio, value $466,117.

    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 2,419 shares
    Change vs previous 13F +2,419 shares

    0.08% of the 13F portfolio, value $215,405.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,309 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 2,309 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $224,988.

    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).