Discipline Wealth Solutions, LLC

SEC CIK: 0002010507
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

SUI holding history

Sun Communities Inc 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.

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

Shares (Q2 2026): 2,618
Value: $313.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SUI by Discipline Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,618	$313.9K	<0.1%	−260−9.0%	Reduced	Holders
Q1 2026	2,878	$362.5K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	2,878	$356.6K	0.1%	00.0%	Unchanged	Holders
Q3 2025	2,878	$371.2K	0.1%	+2,878	New	Holders