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Disciplined Investments, LLC: DFAT position timeline

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

Disciplined Investments, LLC held 180,235 DFAT 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 180,235 shares
    Change vs previous 13F +10,112 shares

    4.07% of the 13F portfolio, value $12,598,459.

    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 170,123 shares
    Change vs previous 13F +5,973 shares

    3.81% of the 13F portfolio, value $10,624,193.

    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 164,150 shares
    Change vs previous 13F +8,298 shares

    3.76% of the 13F portfolio, value $9,773,501.

    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 155,852 shares
    Change vs previous 13F +4,355 shares

    3.61% of the 13F portfolio, value $9,072,128.

    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 151,497 shares
    Change vs previous 13F +12,898 shares

    3.46% of the 13F portfolio, value $8,174,803.

    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 138,599 shares
    Change vs previous 13F +16,839 shares

    3.28% of the 13F portfolio, value $7,136,440.

    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 121,760 shares
    Change vs previous 13F +2,930 shares

    3.34% of the 13F portfolio, value $6,777,177.

    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 118,830 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $6,610,534.

    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).