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Disciplined Investments, LLC: SCHB position timeline

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

Disciplined Investments, LLC held 14,334 SCHB 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 14,334 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $415,112.

    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 14,334 shares
    Change vs previous 13F -9,410 shares

    0.13% of the 13F portfolio, value $359,783.

    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 23,744 shares
    Change vs previous 13F -38,127 shares

    0.24% of the 13F portfolio, value $622,805.

    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 61,871 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,590,703.

    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 61,871 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,474,386.

    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 61,871 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,332,082.

    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 61,871 shares
    Change vs previous 13F +41,247 shares

    0.69% of the 13F portfolio, value $1,404,472.

    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 20,624 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,371,908.

    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).