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Disciplined Equity Management, Inc.: DFAT position timeline

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

Disciplined Equity Management, Inc. held 429,100 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 429,100 shares
    Change vs previous 13F +14,930 shares

    13.28% of the 13F portfolio, value $29,994,090.

    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).

  2. period ended2026-03-31
    13F 414,170 shares
    Change vs previous 13F -3,783 shares

    13% of the 13F portfolio, value $25,864,917.

    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).

  3. period ended2025-12-31
    13F 417,953 shares
    Change vs previous 13F +11,352 shares

    12.89% of the 13F portfolio, value $24,884,922.

    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).

  4. period ended2025-09-30
    13F 406,601 shares
    Change vs previous 13F +4,416 shares

    12.88% of the 13F portfolio, value $23,668,245.

    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).

  5. period ended2025-06-30
    13F 402,185 shares
    Change vs previous 13F +66,054 shares

    12.74% of the 13F portfolio, value $21,701,903.

    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).

  6. period ended2025-03-31
    13F 336,131 shares
    Change vs previous 13F +3,503 shares

    12.04% of the 13F portfolio, value $17,307,386.

    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).

  7. period ended2024-12-31
    13F 332,628 shares
    Change vs previous 13F -5,730 shares

    12% of the 13F portfolio, value $18,514,075.

    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).

  8. period ended2024-09-30
    13F 338,358 shares
    Change vs previous 13F not available

    11.88% of the 13F portfolio, value $18,822,856.

    13F-HR 0001909380-24-000003 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).