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Disclosery

Discipline Wealth Solutions, LLC: XLE position timeline

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

Discipline Wealth Solutions, LLC held 14,388 XLE 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 14,388 shares
    Change vs previous 13F +627 shares

    0.07% of the 13F portfolio, value $764,147.

    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 13,761 shares
    Change vs previous 13F +4,965 shares

    0.09% of the 13F portfolio, value $842,999.

    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 8,796 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $393,269.

    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).