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Disciplined Investments, LLC: CWB position timeline

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

Disciplined Investments, LLC held 23,446 CWB 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 23,446 shares
    Change vs previous 13F -545 shares

    0.82% of the 13F portfolio, value $2,527,994.

    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 23,991 shares
    Change vs previous 13F -42 shares

    0.79% of the 13F portfolio, value $2,195,690.

    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 24,033 shares
    Change vs previous 13F +266 shares

    0.82% of the 13F portfolio, value $2,143,733.

    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 23,767 shares
    Change vs previous 13F -155 shares

    0.86% of the 13F portfolio, value $2,150,917.

    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 23,922 shares
    Change vs previous 13F -503 shares

    0.84% of the 13F portfolio, value $1,977,409.

    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 24,425 shares
    Change vs previous 13F +2,249 shares

    0.86% of the 13F portfolio, value $1,871,464.

    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 22,176 shares
    Change vs previous 13F -230 shares

    0.85% of the 13F portfolio, value $1,727,282.

    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 22,406 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,716,068.

    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).