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Disciplined Investments, LLC: DFAE position timeline

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

Disciplined Investments, LLC held 299,702 DFAE 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 299,702 shares
    Change vs previous 13F +7,330 shares

    3.89% of the 13F portfolio, value $12,051,010.

    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 292,372 shares
    Change vs previous 13F +11,330 shares

    3.55% of the 13F portfolio, value $9,899,726.

    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 281,042 shares
    Change vs previous 13F +10,674 shares

    3.52% of the 13F portfolio, value $9,153,539.

    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 270,368 shares
    Change vs previous 13F +4,406 shares

    3.39% of the 13F portfolio, value $8,524,714.

    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 265,962 shares
    Change vs previous 13F +27,022 shares

    3.26% of the 13F portfolio, value $7,699,599.

    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 238,940 shares
    Change vs previous 13F +45,376 shares

    2.84% of the 13F portfolio, value $6,186,147.

    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 193,564 shares
    Change vs previous 13F +12,760 shares

    2.42% of the 13F portfolio, value $4,910,722.

    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 180,804 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $4,955,850.

    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).