Skip to main content

Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley 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.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
1,874
Value
$391.6K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of MS by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,874$391.6K<0.1%00.0%UnchangedHolders
Q1 20261,874$308.3K<0.1%+1,874NewHolders