Skip to content
Disclosery

Disciplined Investments, LLC: EFG position timeline

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

Disciplined Investments, LLC held 28,603 EFG 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 28,603 shares
    Change vs previous 13F +156 shares

    1.15% of the 13F portfolio, value $3,558,725.

    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 28,447 shares
    Change vs previous 13F +519 shares

    1.14% of the 13F portfolio, value $3,168,156.

    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 27,928 shares
    Change vs previous 13F +87 shares

    1.22% of the 13F portfolio, value $3,181,572.

    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 27,841 shares
    Change vs previous 13F -1,734 shares

    1.26% of the 13F portfolio, value $3,170,533.

    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 29,575 shares
    Change vs previous 13F -128 shares

    1.4% of the 13F portfolio, value $3,312,400.

    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 29,703 shares
    Change vs previous 13F -1,042 shares

    1.36% of the 13F portfolio, value $2,970,261.

    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 30,745 shares
    Change vs previous 13F -6 shares

    1.47% of the 13F portfolio, value $2,977,039.

    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 30,751 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $3,310,344.

    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).