SSUS — STRATEGY SHS

Ownership history in Discipline Wealth Solutions, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Discipline Wealth Solutions, LLC reported a position in STRATEGY SHS (SSUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.47% (2024 Q4)
Avg. % of fund
0.83%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 69,905 +2,924 +4.4% 0.63% $3.4M $48.75
2025 Q3 ADDED 66,981 +13,449 +25.1% 0.85% $3.2M $48.06
2025 Q2 ADDED 53,532 +40,047 +297.0% 0.92% $2.4M $44.74
2025 Q1 REDUCED 13,485 -61,894 -82.1% 0.26% $549K $40.50
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SSUS price (monthly, adj. close)

Other funds also holding SSUS

As of 2025 Q4 — sorted by position size

Pacific Sage Partners, LLC 3Y 2.84% Ashton Thomas Private Wealth, LLC 1.36% SkyOak Wealth, LLC 3Y 1.29% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.69% IHT Wealth Management, LLC 3Y 7Y 0.61% Integrated Wealth Concepts LLC 3Y 7Y 0.55% Prospera Financial Services Inc 3Y 7Y 0.54% Wilian Securities, LLC 0.31% AlphaCore Capital LLC 3Y 0.2% OneDigital Investment Advisors LLC 3Y 7Y 0.17%
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