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Disciplined Investments, LLC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Investments, LLC on AJG, newest first. How the timeline and the estimate are built.

Disciplined Investments, LLC held 4,419 AJG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,419 shares
    Change vs previous 13F -847 shares

    0.33% of the 13F portfolio, value $1,014,394.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,266 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,140,460.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,266 shares
    Change vs previous 13F -811 shares

    0.52% of the 13F portfolio, value $1,362,751.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,077 shares
    Change vs previous 13F +180 shares

    0.75% of the 13F portfolio, value $1,882,337.

    13F-HR 0001951757-25-001263 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,897 shares
    Change vs previous 13F -1 shares

    0.79% of the 13F portfolio, value $1,874,311.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,898 shares
    Change vs previous 13F +46 shares

    0.92% of the 13F portfolio, value $2,011,306.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,852 shares
    Change vs previous 13F +3 shares

    0.82% of the 13F portfolio, value $1,661,224.

    13F-HR 0001951757-25-000188 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,849 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,635,186.

    13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).