Disciplined Equity Management, Inc.: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Equity Management, Inc. on SPY, newest first. How the timeline and the estimate are built.
Disciplined Equity Management, Inc. held 405 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 405 sharesChange vs previous 13F +23 shares
0.14% of the 13F portfolio, value $308,866.
13F-HR 0001909380-26-000006 filed by Disciplined Equity Management, Inc.
Accepted , ingested - period ended2026-06-3013F 382 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $285,267.
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 382 sharesChange vs previous 13F -150 shares
0.12% of the 13F portfolio, value $248,430.
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 532 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $362,782.
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 532 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $354,408.
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 532 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $328,697.
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 532 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $297,596.
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 532 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $311,795.
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).