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Disciplined Investments, LLC: VTV position timeline

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

Disciplined Investments, LLC held 20,804 VTV 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 20,804 shares
    Change vs previous 13F +74 shares

    1.46% of the 13F portfolio, value $4,533,739.

    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 20,730 shares
    Change vs previous 13F -168 shares

    1.46% of the 13F portfolio, value $4,067,157.

    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 20,898 shares
    Change vs previous 13F -1,520 shares

    1.53% of the 13F portfolio, value $3,991,264.

    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 22,418 shares
    Change vs previous 13F -18 shares

    1.66% of the 13F portfolio, value $4,180,768.

    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 22,436 shares
    Change vs previous 13F +147 shares

    1.68% of the 13F portfolio, value $3,965,382.

    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 22,289 shares
    Change vs previous 13F +33 shares

    1.77% of the 13F portfolio, value $3,850,245.

    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 22,256 shares
    Change vs previous 13F -11 shares

    1.86% of the 13F portfolio, value $3,767,869.

    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 22,267 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,887,164.

    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).