Discipline Wealth Solutions, LLC: VPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on VPL, newest first. How the timeline and the estimate are built.
Discipline Wealth Solutions, LLC held 104,546 VPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 104,546 sharesChange vs previous 13F +21,678 shares
1.06% of the 13F portfolio, value $12,094,889.
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 82,868 sharesChange vs previous 13F +73,049 shares
0.85% of the 13F portfolio, value $8,098,732.
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 9,819 sharesChange vs previous 13F +6,239 shares
0.16% of the 13F portfolio, value $887,657.
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 3,580 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $314,501.
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).