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Disciplined Investments, LLC: VNQ position timeline

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

Disciplined Investments, LLC held 44,281 VNQ 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 44,281 shares
    Change vs previous 13F -110 shares

    1.38% of the 13F portfolio, value $4,269,992.

    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 44,391 shares
    Change vs previous 13F +65 shares

    1.41% of the 13F portfolio, value $3,937,500.

    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 44,326 shares
    Change vs previous 13F -2,135 shares

    1.51% of the 13F portfolio, value $3,922,422.

    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 46,461 shares
    Change vs previous 13F -660 shares

    1.69% of the 13F portfolio, value $4,247,464.

    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 47,121 shares
    Change vs previous 13F -111 shares

    1.78% of the 13F portfolio, value $4,196,620.

    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 47,232 shares
    Change vs previous 13F -727 shares

    1.96% of the 13F portfolio, value $4,276,369.

    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 47,959 shares
    Change vs previous 13F -419 shares

    2.11% of the 13F portfolio, value $4,272,205.

    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 48,378 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,712,967.

    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).