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Disciplined Equity Management, Inc.: DFIC position timeline

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

Disciplined Equity Management, Inc. held 20,310 DFIC 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 20,310 shares
    Change vs previous 13F +30 shares

    0.34% of the 13F portfolio, value $756,751.

    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 20,280 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $720,549.

    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 20,280 shares
    Change vs previous 13F +1,610 shares

    0.36% of the 13F portfolio, value $698,849.

    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 18,670 shares
    Change vs previous 13F +60 shares

    0.33% of the 13F portfolio, value $612,190.

    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 18,610 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $578,585.

    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 18,610 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $516,800.

    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 18,610 shares
    Change vs previous 13F +150 shares

    0.31% of the 13F portfolio, value $480,976.

    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 18,460 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $519,465.

    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).