Disciplined Equity Management, Inc.: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Equity Management, Inc. on F, newest first. How the timeline and the estimate are built.
Disciplined Equity Management, Inc. held 191,450 F shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 191,450 sharesChange vs previous 13F +3,510 shares
1.18% of the 13F portfolio, value $2,661,155.
13F-HR 0001909380-26-000004 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 187,940 sharesChange vs previous 13F -18,320 shares
1.09% of the 13F portfolio, value $2,168,828.
13F-HR 0001909380-26-000003 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 206,260 sharesChange vs previous 13F -2,100 shares
1.4% of the 13F portfolio, value $2,706,132.
13F-HR 0001909380-26-000001 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 208,360 sharesChange vs previous 13F -5,030 shares
1.36% of the 13F portfolio, value $2,491,986.
13F-HR 0001909380-25-000006 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 213,390 sharesChange vs previous 13F +20,640 shares
1.36% of the 13F portfolio, value $2,315,282.
13F-HR 0001909380-25-000004 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 192,750 sharesChange vs previous 13F +106,000 shares
1.34% of the 13F portfolio, value $1,933,283.
13F-HR 0001909380-25-000003 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 86,750 sharesChange vs previous 13F +310 shares
0.56% of the 13F portfolio, value $858,825.
13F-HR 0001909380-25-000001 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 86,440 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $912,807.
13F-HR 0001909380-24-000003 filed by Disciplined Equity Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).