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

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

Disciplined Investors, L.L.C. held 28,388 DFAC 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 28,388 shares
    Change vs previous 13F +40 shares

    0.63% of the 13F portfolio, value $1,259,280.

    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 28,348 shares
    Change vs previous 13F +40 shares

    0.66% of the 13F portfolio, value $1,101,612.

    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 28,308 shares
    Change vs previous 13F +37 shares

    0.74% of the 13F portfolio, value $1,120,694.

    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 28,271 shares
    Change vs previous 13F -291 shares

    0.78% of the 13F portfolio, value $1,090,394.

    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 28,562 shares
    Change vs previous 13F +50 shares

    0.8% of the 13F portfolio, value $1,023,646.

    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 28,512 shares
    Change vs previous 13F +1,157 shares

    0.85% of the 13F portfolio, value $940,609.

    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 27,355 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $941,560.

    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).