Discipline Wealth Solutions, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 19, 2024
Value $
$189M
Signature - Title
Anthony Colancecco - COO
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Discipline Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Discipline Wealth Solutions, LLC reported 68 stock holdings with total value $189M as of Q3 2024. Top holdings included BIV, DFAC, BNDX, VEA, and IGSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 68 $189M +$56.6M -$642K +$56M BIV, DFAC, BNDX, VEA, IGSB 13F-HR 11/19/2024, 12:29 PM
Q2 2024 28 $127M +$18.5M -$246K +$18.3M BIV, DFAC, BNDX, IGSB, VEA 13F-HR 8/7/2024, 12:46 PM
Q1 2024 20 $108M +$14.1M -$8.66M +$5.43M BIV, DFAC, BNDX, IGSB, VEA 13F-HR 5/3/2024, 12:10 PM
Q4 2023 26 $100M $0 $0 BIV, DFAC, BNDX, IGSB, VEA 13F-HR 2/9/2024, 11:01 AM