Disciplined Equity Management, Inc.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Equity Management, Inc. on MSFT, newest first. How the timeline and the estimate are built.
Disciplined Equity Management, Inc. held 437 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 437 sharesChange vs previous 13F +437 shares
0.1% of the 13F portfolio, value $224,138.
13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
Accepted , ingested - period ended2026-03-3113F 0 sharesChange vs previous 13F -437 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 437 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $211,342.
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 437 sharesChange vs previous 13F +7 shares
0.12% of the 13F portfolio, value $226,345.
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 430 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $213,887.
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 430 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $161,418.
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 430 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $181,245.
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).