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Disciplined Investors, L.L.C.: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Investors, L.L.C. on CB, newest first. How the timeline and the estimate are built.

Disciplined Investors, L.L.C. held 4,325 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,325 shares
    Change vs previous 13F +1 shares

    0.74% of the 13F portfolio, value $1,473,705.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 4,324 shares
    Change vs previous 13F +91 shares

    0.84% of the 13F portfolio, value $1,409,402.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 4,233 shares
    Change vs previous 13F +3,256 shares

    0.87% of the 13F portfolio, value $1,321,150.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 977 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $275,835.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 976 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $282,685.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 974 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $294,220.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 974 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $255,025.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).