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Disciplined Investments, LLC: LQD position timeline

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

Disciplined Investments, LLC held 13,045 LQD 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 13,045 shares
    Change vs previous 13F +480 shares

    0.46% of the 13F portfolio, value $1,422,872.

    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 12,565 shares
    Change vs previous 13F -21 shares

    0.49% of the 13F portfolio, value $1,369,510.

    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 12,586 shares
    Change vs previous 13F -684 shares

    0.53% of the 13F portfolio, value $1,386,860.

    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 13,270 shares
    Change vs previous 13F -83 shares

    0.59% of the 13F portfolio, value $1,479,229.

    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 13,353 shares
    Change vs previous 13F -71 shares

    0.62% of the 13F portfolio, value $1,463,600.

    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 13,424 shares
    Change vs previous 13F +1,681 shares

    0.67% of the 13F portfolio, value $1,459,062.

    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 11,743 shares
    Change vs previous 13F +1,162 shares

    0.62% of the 13F portfolio, value $1,254,674.

    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 10,581 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,195,423.

    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).