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Disciplined Investments, LLC: DFLV position timeline

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

Disciplined Investments, LLC held 426,625 DFLV 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 426,625 shares
    Change vs previous 13F +29,002 shares

    5.45% of the 13F portfolio, value $16,868,764.

    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 397,623 shares
    Change vs previous 13F +46,759 shares

    5.1% of the 13F portfolio, value $14,199,122.

    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 350,864 shares
    Change vs previous 13F +20,803 shares

    4.61% of the 13F portfolio, value $12,003,068.

    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 330,061 shares
    Change vs previous 13F +15,899 shares

    4.32% of the 13F portfolio, value $10,859,007.

    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 314,162 shares
    Change vs previous 13F +61,126 shares

    4.12% of the 13F portfolio, value $9,745,305.

    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 253,036 shares
    Change vs previous 13F +81,251 shares

    3.55% of the 13F portfolio, value $7,735,309.

    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 171,785 shares
    Change vs previous 13F +14,171 shares

    2.54% of the 13F portfolio, value $5,158,695.

    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 157,614 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $4,856,086.

    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).