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Disciplined Equity Management, Inc.: VTRS position timeline

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

Disciplined Equity Management, Inc. held 26,250 VTRS 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 26,250 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $465,150.

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

  2. period ended2026-06-30
    13F 26,250 shares
    Change vs previous 13F -88,000 shares

    0.18% of the 13F portfolio, value $416,850.

    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 114,250 shares
    Change vs previous 13F -24,270 shares

    0.78% of the 13F portfolio, value $1,543,518.

    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 138,520 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,724,574.

    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 138,520 shares
    Change vs previous 13F -5,620 shares

    0.75% of the 13F portfolio, value $1,371,348.

    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 144,140 shares
    Change vs previous 13F +26,250 shares

    0.76% of the 13F portfolio, value $1,287,171.

    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 117,890 shares
    Change vs previous 13F +32,840 shares

    0.71% of the 13F portfolio, value $1,026,822.

    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 85,050 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,058,873.

    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).