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Disciplined Equity Management, Inc.: AB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Equity Management, Inc. on AB, newest first. How the timeline and the estimate are built.

Disciplined Equity Management, Inc. held 65,390 AB shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 65,390 shares
    Change vs previous 13F +1,107 shares

    1% of the 13F portfolio, value $2,280,815.

    13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 64,283 shares
    Change vs previous 13F +1,470 shares

    1% of the 13F portfolio, value $2,264,048.

    13F-HR 0001909380-26-000004 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 62,813 shares
    Change vs previous 13F +4,650 shares

    1.18% of the 13F portfolio, value $2,351,719.

    13F-HR 0001909380-26-000003 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 58,163 shares
    Change vs previous 13F -640 shares

    1.16% of the 13F portfolio, value $2,238,113.

    13F-HR 0001909380-26-000001 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 58,803 shares
    Change vs previous 13F -1,490 shares

    1.22% of the 13F portfolio, value $2,247,451.

    13F-HR 0001909380-25-000006 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 60,293 shares
    Change vs previous 13F +6,490 shares

    1.45% of the 13F portfolio, value $2,461,764.

    13F-HR 0001909380-25-000004 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 53,803 shares
    Change vs previous 13F -1,280 shares

    1.43% of the 13F portfolio, value $2,061,193.

    13F-HR 0001909380-25-000003 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 55,083 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,043,029.

    13F-HR 0001909380-25-000001 filed by Disciplined Equity Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).