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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

VTR holding history

Ventas, 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.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
4,265
Value
$378.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of VTR by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,265$378.7K<0.1%+32+0.8%AddedHolders
Q1 20264,233$346.2K<0.1%+4,233NewHolders