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Disciplined Investments, LLC: IVV position timeline

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

Disciplined Investments, LLC held 3,496 IVV 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 3,496 shares
    Change vs previous 13F +5 shares

    0.85% of the 13F portfolio, value $2,618,140.

    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 3,491 shares
    Change vs previous 13F -49 shares

    0.82% of the 13F portfolio, value $2,280,145.

    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 3,540 shares
    Change vs previous 13F -74 shares

    0.93% of the 13F portfolio, value $2,425,011.

    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 3,614 shares
    Change vs previous 13F -4 shares

    0.96% of the 13F portfolio, value $2,418,855.

    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 3,618 shares
    Change vs previous 13F -244 shares

    0.95% of the 13F portfolio, value $2,246,177.

    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 3,862 shares
    Change vs previous 13F +208 shares

    1% of the 13F portfolio, value $2,170,263.

    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 3,654 shares
    Change vs previous 13F +379 shares

    1.06% of the 13F portfolio, value $2,151,309.

    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 3,275 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,889,086.

    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).