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Disciplined Equity Management, Inc.: TFC position timeline

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

Disciplined Equity Management, Inc. held 50,510 TFC 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 50,510 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $2,338,613.

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

  2. period ended2026-06-30
    13F 50,510 shares
    Change vs previous 13F -90 shares

    1.11% of the 13F portfolio, value $2,516,409.

    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 50,600 shares
    Change vs previous 13F -2,850 shares

    1.17% of the 13F portfolio, value $2,326,082.

    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 53,450 shares
    Change vs previous 13F -580 shares

    1.36% of the 13F portfolio, value $2,630,275.

    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 54,030 shares
    Change vs previous 13F -1,150 shares

    1.34% of the 13F portfolio, value $2,470,252.

    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 55,180 shares
    Change vs previous 13F +8,170 shares

    1.39% of the 13F portfolio, value $2,372,189.

    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 47,010 shares
    Change vs previous 13F -1,610 shares

    1.35% of the 13F portfolio, value $1,934,462.

    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 48,620 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,109,136.

    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).