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Disclosery

Disciplined Investments, LLC: DFIS position timeline

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

Disciplined Investments, LLC held 274,142 DFIS 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 274,142 shares
    Change vs previous 13F +12,124 shares

    3.1% of the 13F portfolio, value $9,603,196.

    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 262,018 shares
    Change vs previous 13F +14,292 shares

    3.17% of the 13F portfolio, value $8,822,150.

    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 247,726 shares
    Change vs previous 13F +11,715 shares

    3.14% of the 13F portfolio, value $8,160,085.

    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 236,011 shares
    Change vs previous 13F +10,242 shares

    2.97% of the 13F portfolio, value $7,465,039.

    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 225,769 shares
    Change vs previous 13F +28,219 shares

    2.85% of the 13F portfolio, value $6,736,935.

    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 197,550 shares
    Change vs previous 13F +44,461 shares

    2.34% of the 13F portfolio, value $5,104,693.

    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 153,089 shares
    Change vs previous 13F +8,437 shares

    1.85% of the 13F portfolio, value $3,759,110.

    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 144,652 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,881,008.

    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).