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Disciplined Investments, LLC: VGSH position timeline

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

Disciplined Investments, LLC held 194,611 VGSH 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 194,611 shares
    Change vs previous 13F +20,881 shares

    3.66% of the 13F portfolio, value $11,326,359.

    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 173,730 shares
    Change vs previous 13F +13,581 shares

    3.65% of the 13F portfolio, value $10,170,146.

    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 160,149 shares
    Change vs previous 13F +9,292 shares

    3.62% of the 13F portfolio, value $9,405,576.

    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 150,857 shares
    Change vs previous 13F -5,169 shares

    3.53% of the 13F portfolio, value $8,877,919.

    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 156,026 shares
    Change vs previous 13F +23,728 shares

    3.88% of the 13F portfolio, value $9,171,213.

    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 132,298 shares
    Change vs previous 13F +30,733 shares

    3.57% of the 13F portfolio, value $7,764,544.

    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 101,565 shares
    Change vs previous 13F +711 shares

    2.91% of the 13F portfolio, value $5,909,063.

    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 100,854 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $5,952,382.

    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).