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Disciplined Investments, LLC: IWM position timeline

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

Disciplined Investments, LLC held 6,719 IWM 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 6,719 shares
    Change vs previous 13F +54 shares

    0.65% of the 13F portfolio, value $2,018,746.

    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 6,665 shares
    Change vs previous 13F +50 shares

    0.59% of the 13F portfolio, value $1,653,041.

    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 6,615 shares
    Change vs previous 13F -542 shares

    0.63% of the 13F portfolio, value $1,628,292.

    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 7,157 shares
    Change vs previous 13F -1 shares

    0.69% of the 13F portfolio, value $1,731,667.

    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 7,158 shares
    Change vs previous 13F -470 shares

    0.65% of the 13F portfolio, value $1,544,532.

    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 7,628 shares
    Change vs previous 13F -46 shares

    0.7% of the 13F portfolio, value $1,521,699.

    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 7,674 shares
    Change vs previous 13F +506 shares

    0.84% of the 13F portfolio, value $1,695,749.

    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 7,168 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,583,380.

    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).