Discipline Wealth Solutions, LLC SSXU β€” STRATEGY SHS

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

AI Ownership Summary

Discipline Wealth Solutions, LLC reported STRATEGY SHS (SSXU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.4% in 2025 Q1. The latest visible filing shows SSXU at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SSXU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Discipline Wealth Solutions, LLC's position in STRATEGY SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SSXU was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SSXU stock page Discipline Wealth Solutions, LLC fund profile Discipline Wealth Solutions, LLC full holdings
How Discipline Wealth Solutions, LLC held SSXU β€” position size vs. price
% of Fund (quarterly)    SSXU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 19,970 -3,163 -13.7% 0.07% $686K 2026-04-17 $37.01
2025 Q4 REDUCED 26.9% +0.1% ❌ 23,133 -8,514 -26.9% 0.15% $795K 2026-01-26 $35.78
2025 Q3 REDUCED 68.8% +3.7% ❌ 31,647 -69,670 -68.8% 0.28% $1.1M 2025-10-21 $33.40
2025 Q2 REDUCED β€” β€” β€” 101,317 -158 -0.2% 1.23% $3.2M 2025-07-07 $30.73
2025 Q1 INITIATED β€” β€” β€” 101,475 β€” β€” 1.40% $2.9M 2025-04-29 $28.88

FAQ About Discipline Wealth Solutions, LLC and SSXU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Discipline Wealth Solutions, LLC reported owning SSXU?

Discipline Wealth Solutions, LLC reported SSXU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SSXU position in Discipline Wealth Solutions, LLC's portfolio?

The largest reported portfolio weight for SSXU was 1.40% in 2025 Q1.

What is the latest reported SSXU position on this page?

The most recent filing on this page is 2026 Q1, when Discipline Wealth Solutions, LLC reported 19,970 shares, equal to 0.07% of portfolio, with an estimated market value of $686K.

What does the chart on this SSXU ownership page compare?

The chart compares Discipline Wealth Solutions, LLC's quarterly SSXU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Discipline Wealth Solutions, LLC time their SSXU position?

Based on 13F filing dates vs. subsequent SSXU price moves, Discipline Wealth Solutions, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SSXU relative to SPY over the holding period was -1.4%.

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