Discipline Wealth Solutions, LLC

SEC CIK: 0002010507
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

EOS holding history

Eaton Vance Enhanced Equity Income Fund II in every 13F filed by Discipline Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EOS overview All 13F holders of EOS Full Q2 2026 holdings

Shares (Q2 2026): 10,969
Value: $241.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of EOS by Discipline Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,969	$241.8K	<0.1%	+10,969	New	Holders
Q1 2026	0	$0	0.0%	−13,391−100.0%	Sold out	Holders
Q4 2025	13,391	$313.5K	0.1%	+2,509+23.1%	Added	Holders
Q3 2025	10,882	$260.4K	0.1%	+10,882	New	Holders