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Strategy shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Strategy (SSXU) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $795k 23k 34.35
2025-09-30 $1.1M 32k 34.01
2025-06-30 $3.2M 101k 31.78
2025-03-31 $2.9M 102k 28.98

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Discipline Wealth Solutions

Top funds holding Strategy

Donald L. Hagan
Ashton Thomas Private Wealth
Janney Montgomery Scott
Discipline Wealth Solutions
Cresset Asset Management
Raymond James Financial
LPL Financial
Jane Street
Northwestern Mutual Wealth Management Company
Financial Gravity Wealth

View all funds holding Strategy