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Disciplined Investments, LLC: DFSD position timeline

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

Disciplined Investments, LLC held 291,464 DFSD 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 291,464 shares
    Change vs previous 13F +39,451 shares

    4.49% of the 13F portfolio, value $13,917,392.

    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 252,013 shares
    Change vs previous 13F +37,094 shares

    4.33% of the 13F portfolio, value $12,066,373.

    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 214,919 shares
    Change vs previous 13F +20,465 shares

    3.96% of the 13F portfolio, value $10,305,371.

    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 194,454 shares
    Change vs previous 13F +42,618 shares

    3.73% of the 13F portfolio, value $9,370,717.

    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 151,836 shares
    Change vs previous 13F +41,508 shares

    3.08% of the 13F portfolio, value $7,289,623.

    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 110,328 shares
    Change vs previous 13F +5,125 shares

    2.41% of the 13F portfolio, value $5,242,783.

    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 105,203 shares
    Change vs previous 13F +12,591 shares

    2.43% of the 13F portfolio, value $4,931,905.

    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 92,612 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,421,290.

    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).