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Discipline Wealth Solutions, LLC: ZECP position timeline

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

Discipline Wealth Solutions, LLC held 62,244 ZECP 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 62,244 shares
    Change vs previous 13F +2,211 shares

    0.2% of the 13F portfolio, value $2,349,072.

    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 60,033 shares
    Change vs previous 13F +1,691 shares

    0.21% of the 13F portfolio, value $2,030,913.

    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 58,342 shares
    Change vs previous 13F -330 shares

    0.38% of the 13F portfolio, value $2,027,984.

    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 58,672 shares
    Change vs previous 13F +1,858 shares

    0.52% of the 13F portfolio, value $1,972,546.

    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 56,814 shares
    Change vs previous 13F -1,150 shares

    0.69% of the 13F portfolio, value $1,812,941.

    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 57,964 shares
    Change vs previous 13F -34,380 shares

    0.83% of the 13F portfolio, value $1,744,142.

    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 92,344 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,812,338.

    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).