Skip to content
Disclosery

Disciplined Investments, LLC: IWD position timeline

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

Disciplined Investments, LLC held 28,624 IWD 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 28,624 shares
    Change vs previous 13F -1,013 shares

    2.24% of the 13F portfolio, value $6,939,272.

    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 29,637 shares
    Change vs previous 13F +9 shares

    2.27% of the 13F portfolio, value $6,332,431.

    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 29,628 shares
    Change vs previous 13F +85 shares

    2.4% of the 13F portfolio, value $6,231,969.

    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 29,543 shares
    Change vs previous 13F +67 shares

    2.39% of the 13F portfolio, value $6,014,760.

    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 29,476 shares
    Change vs previous 13F +582 shares

    2.42% of the 13F portfolio, value $5,725,175.

    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 28,894 shares
    Change vs previous 13F -259 shares

    2.5% of the 13F portfolio, value $5,436,698.

    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 29,153 shares
    Change vs previous 13F +50 shares

    2.66% of the 13F portfolio, value $5,397,059.

    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 29,103 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $5,523,777.

    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).