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Disciplined Equity Management, Inc.: DFUS position timeline

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

Disciplined Equity Management, Inc. held 556,457 DFUS 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 556,457 shares
    Change vs previous 13F +32,670 shares

    20.19% of the 13F portfolio, value $45,596,087.

    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 523,787 shares
    Change vs previous 13F -2,794 shares

    18.66% of the 13F portfolio, value $37,141,737.

    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 526,581 shares
    Change vs previous 13F +13,902 shares

    20.24% of the 13F portfolio, value $39,056,513.

    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 512,679 shares
    Change vs previous 13F +13,003 shares

    20.21% of the 13F portfolio, value $37,138,467.

    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 499,676 shares
    Change vs previous 13F +43,305 shares

    19.66% of the 13F portfolio, value $33,488,286.

    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 456,371 shares
    Change vs previous 13F -11,777 shares

    19.2% of the 13F portfolio, value $27,601,319.

    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 468,148 shares
    Change vs previous 13F -19,875 shares

    19.34% of the 13F portfolio, value $29,844,435.

    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 488,023 shares
    Change vs previous 13F not available

    19.16% of the 13F portfolio, value $30,355,031.

    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).