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Disciplined Investments, LLC: VMBS position timeline

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

Disciplined Investments, LLC held 12,074 VMBS 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 12,074 shares
    Change vs previous 13F -317 shares

    0.18% of the 13F portfolio, value $565,188.

    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 12,391 shares
    Change vs previous 13F -691 shares

    0.21% of the 13F portfolio, value $581,757.

    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 13,082 shares
    Change vs previous 13F -748 shares

    0.24% of the 13F portfolio, value $615,888.

    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 13,830 shares
    Change vs previous 13F -904 shares

    0.26% of the 13F portfolio, value $649,439.

    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 14,734 shares
    Change vs previous 13F -3,820 shares

    0.29% of the 13F portfolio, value $682,751.

    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 18,554 shares
    Change vs previous 13F -1,775 shares

    0.39% of the 13F portfolio, value $859,255.

    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 20,329 shares
    Change vs previous 13F +1,884 shares

    0.45% of the 13F portfolio, value $921,733.

    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 18,445 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $870,800.

    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).