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Disciplined Equity Management, Inc.: DFUV position timeline

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

Disciplined Equity Management, Inc. held 839,738 DFUV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 839,738 shares
    Change vs previous 13F +844 shares

    20.34% of the 13F portfolio, value $46,185,585.

    13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 838,894 shares
    Change vs previous 13F +30,190 shares

    20.44% of the 13F portfolio, value $46,147,559.

    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).

  3. period ended2026-03-31
    13F 808,704 shares
    Change vs previous 13F +6,395 shares

    19.69% of the 13F portfolio, value $39,189,796.

    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).

  4. period ended2025-12-31
    13F 802,309 shares
    Change vs previous 13F +29,547 shares

    19.37% of the 13F portfolio, value $37,379,577.

    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).

  5. period ended2025-09-30
    13F 772,762 shares
    Change vs previous 13F +25,896 shares

    18.79% of the 13F portfolio, value $34,534,734.

    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).

  6. period ended2025-06-30
    13F 746,866 shares
    Change vs previous 13F +65,000 shares

    18.54% of the 13F portfolio, value $31,577,495.

    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).

  7. period ended2025-03-31
    13F 681,866 shares
    Change vs previous 13F +7,538 shares

    19.54% of the 13F portfolio, value $28,099,698.

    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).

  8. period ended2024-12-31
    13F 674,328 shares
    Change vs previous 13F not available

    17.88% of the 13F portfolio, value $27,593,502.

    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).