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Discipline Wealth Solutions, LLC: VOO position timeline

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

Discipline Wealth Solutions, LLC held 69,539 VOO 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 69,539 shares
    Change vs previous 13F +14,501 shares

    4.17% of the 13F portfolio, value $47,759,942.

    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 55,038 shares
    Change vs previous 13F +29,740 shares

    3.46% of the 13F portfolio, value $32,887,891.

    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 25,298 shares
    Change vs previous 13F +5,272 shares

    2.94% of the 13F portfolio, value $15,865,425.

    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 20,026 shares
    Change vs previous 13F +2,048 shares

    3.23% of the 13F portfolio, value $12,263,801.

    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 17,978 shares
    Change vs previous 13F +1,823 shares

    3.91% of the 13F portfolio, value $10,212,066.

    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 16,155 shares
    Change vs previous 13F -1,576 shares

    3.96% of the 13F portfolio, value $8,302,022.

    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 17,731 shares
    Change vs previous 13F +1,981 shares

    4.42% of the 13F portfolio, value $9,553,377.

    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 15,750 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $8,311,019.

    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).