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Disciplined Investments, LLC: DFUV position timeline

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

Disciplined Investments, LLC held 62,156 DFUV 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 62,156 shares
    Change vs previous 13F -3,396 shares

    1.1% of the 13F portfolio, value $3,419,202.

    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 65,552 shares
    Change vs previous 13F -120 shares

    1.14% of the 13F portfolio, value $3,176,650.

    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 65,672 shares
    Change vs previous 13F -1,339 shares

    1.18% of the 13F portfolio, value $3,059,658.

    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 67,011 shares
    Change vs previous 13F -278 shares

    1.19% of the 13F portfolio, value $2,994,722.

    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 67,289 shares
    Change vs previous 13F +835 shares

    1.2% of the 13F portfolio, value $2,844,979.

    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 66,454 shares
    Change vs previous 13F -3,122 shares

    1.26% of the 13F portfolio, value $2,738,572.

    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 69,576 shares
    Change vs previous 13F -1,103 shares

    1.4% of the 13F portfolio, value $2,847,045.

    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 70,679 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,946,594.

    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).