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Disciplined Equity Management, Inc.: DFIV position timeline

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

Disciplined Equity Management, Inc. held 413,227 DFIV 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 413,227 shares
    Change vs previous 13F +13,410 shares

    9.89% of the 13F portfolio, value $22,322,523.

    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 399,817 shares
    Change vs previous 13F -16,193 shares

    10.6% of the 13F portfolio, value $21,102,342.

    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 416,010 shares
    Change vs previous 13F +8,766 shares

    10.76% of the 13F portfolio, value $20,758,899.

    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 407,244 shares
    Change vs previous 13F +3,424 shares

    10.22% of the 13F portfolio, value $18,782,094.

    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 403,820 shares
    Change vs previous 13F +39,886 shares

    10.15% of the 13F portfolio, value $17,295,611.

    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 363,934 shares
    Change vs previous 13F +3,460 shares

    9.96% of the 13F portfolio, value $14,324,443.

    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 360,474 shares
    Change vs previous 13F -3,652 shares

    8.29% of the 13F portfolio, value $12,789,618.

    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 364,126 shares
    Change vs previous 13F not available

    8.75% of the 13F portfolio, value $13,865,919.

    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).