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Disciplined Equity Management, Inc.: DFEM position timeline

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

Disciplined Equity Management, Inc. held 9,520 DFEM 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 9,520 shares
    Change vs previous 13F +60 shares

    0.17% of the 13F portfolio, value $386,893.

    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 9,460 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $326,843.

    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 9,460 shares
    Change vs previous 13F +870 shares

    0.16% of the 13F portfolio, value $312,937.

    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 8,590 shares
    Change vs previous 13F +30 shares

    0.15% of the 13F portfolio, value $275,482.

    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 8,560 shares
    Change vs previous 13F +670 shares

    0.15% of the 13F portfolio, value $254,061.

    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 7,890 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $208,770.

    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 7,880 shares
    Change vs previous 13F +50 shares

    0.13% of the 13F portfolio, value $206,378.

    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 7,830 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $220,415.

    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).