Skip to content
Disclosery

Disciplined Investments, LLC: ITOT position timeline

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

Disciplined Investments, LLC held 1,501 ITOT 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 1,501 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $246,569.

    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 1,501 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $213,787.

    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 1,551 shares
    Change vs previous 13F -417 shares

    0.09% of the 13F portfolio, value $230,618.

    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 1,968 shares
    Change vs previous 13F -1,470 shares

    0.11% of the 13F portfolio, value $286,639.

    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 3,438 shares
    Change vs previous 13F -634 shares

    0.2% of the 13F portfolio, value $464,268.

    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 4,072 shares
    Change vs previous 13F -64 shares

    0.23% of the 13F portfolio, value $496,825.

    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 4,136 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $531,972.

    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).