Disciplined Equity Management, Inc.: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Equity Management, Inc. on MO, newest first. How the timeline and the estimate are built.
Disciplined Equity Management, Inc. held 37,445 MO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 37,445 sharesChange vs previous 13F 0 shares
1.11% of the 13F portfolio, value $2,521,547.
13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
Accepted , ingested - period ended2026-06-3013F 37,445 sharesChange vs previous 13F -100 shares
1.19% of the 13F portfolio, value $2,694,168.
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 37,545 sharesChange vs previous 13F -3,330 shares
1.24% of the 13F portfolio, value $2,477,595.
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 40,875 sharesChange vs previous 13F -410 shares
1.22% of the 13F portfolio, value $2,356,853.
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 41,285 sharesChange vs previous 13F -1,110 shares
1.48% of the 13F portfolio, value $2,727,288.
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 42,395 sharesChange vs previous 13F +3,400 shares
1.46% of the 13F portfolio, value $2,485,619.
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 38,995 sharesChange vs previous 13F -3,940 shares
1.63% of the 13F portfolio, value $2,340,480.
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 42,935 sharesChange vs previous 13F not available
1.45% of the 13F portfolio, value $2,245,072.
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).