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Disciplined Investments, LLC: DFIV position timeline

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

Disciplined Investments, LLC held 341,670 DFIV 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 341,670 shares
    Change vs previous 13F +19,258 shares

    5.96% of the 13F portfolio, value $18,457,034.

    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 322,412 shares
    Change vs previous 13F +8,136 shares

    6.11% of the 13F portfolio, value $17,016,916.

    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 314,276 shares
    Change vs previous 13F +4,541 shares

    6.03% of the 13F portfolio, value $15,682,378.

    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 309,735 shares
    Change vs previous 13F +7,242 shares

    5.69% of the 13F portfolio, value $14,284,960.

    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 302,493 shares
    Change vs previous 13F +18,830 shares

    5.48% of the 13F portfolio, value $12,955,759.

    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 283,663 shares
    Change vs previous 13F +33,833 shares

    5.13% of the 13F portfolio, value $11,164,981.

    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 249,830 shares
    Change vs previous 13F +13,486 shares

    4.37% of the 13F portfolio, value $8,863,960.

    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 236,344 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $8,999,996.

    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).