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Disciplined Investments, LLC: VTIP position timeline

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

Disciplined Investments, LLC held 35,282 VTIP 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 35,282 shares
    Change vs previous 13F -511 shares

    0.57% of the 13F portfolio, value $1,772,223.

    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 35,793 shares
    Change vs previous 13F -496 shares

    0.64% of the 13F portfolio, value $1,787,864.

    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 36,289 shares
    Change vs previous 13F -2,288 shares

    0.69% of the 13F portfolio, value $1,794,857.

    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 38,577 shares
    Change vs previous 13F -4,120 shares

    0.78% of the 13F portfolio, value $1,953,167.

    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 42,697 shares
    Change vs previous 13F -3,418 shares

    0.91% of the 13F portfolio, value $2,146,369.

    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 46,115 shares
    Change vs previous 13F +508 shares

    1.06% of the 13F portfolio, value $2,301,157.

    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 45,607 shares
    Change vs previous 13F +402 shares

    1.09% of the 13F portfolio, value $2,208,312.

    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 45,205 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,229,043.

    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).