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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
4,048
Value
$334.5K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of WFC by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,048$334.5K<0.1%00.0%UnchangedHolders
Q1 20264,048$322.3K<0.1%00.0%UnchangedHolders
Q4 20254,048$377.3K0.1%+4,048NewHolders