Discipline Wealth Solutions, LLC: XLU position timeline

Discipline Wealth Solutions, LLC held 10,212 XLU 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 10,212 shares

   Change vs previous 13F +707 shares

   0.04% of the 13F portfolio, value $463,017.

   13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,505 shares

   Change vs previous 13F +883 shares

   0.05% of the 13F portfolio, value $436,190.

   13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,622 shares

   Change vs previous 13F +4,342 shares

   0.07% of the 13F portfolio, value $368,078.

   13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,280 shares

   Change vs previous 13F +310 shares

   0.1% of the 13F portfolio, value $373,283.

   13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,970 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $324,190.

   13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).