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Disciplined Investments, LLC: EFV position timeline

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

Disciplined Investments, LLC held 62,393 EFV 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 62,393 shares
    Change vs previous 13F -69 shares

    1.54% of the 13F portfolio, value $4,776,221.

    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 62,462 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $4,644,081.

    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 62,462 shares
    Change vs previous 13F -883 shares

    1.71% of the 13F portfolio, value $4,460,441.

    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 63,345 shares
    Change vs previous 13F -4 shares

    1.71% of the 13F portfolio, value $4,296,685.

    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 63,349 shares
    Change vs previous 13F +1,814 shares

    1.7% of the 13F portfolio, value $4,021,389.

    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 61,535 shares
    Change vs previous 13F -254 shares

    1.67% of the 13F portfolio, value $3,626,874.

    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 61,789 shares
    Change vs previous 13F +202 shares

    1.6% of the 13F portfolio, value $3,242,077.

    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 61,587 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,543,098.

    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).