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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

MBWM holding history

Mercantile Bank Corp 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.

MBWM overviewAll 13F holders of MBWMFull Q2 2026 holdings

Shares (Q2 2026)
19,826
Value
$1.14M
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MBWM by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,826$1.14M0.1%00.0%UnchangedHolders
Q1 202619,826$1.00M0.1%+19,826NewHolders