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

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

Disciplined Investors, L.L.C. held 4,852 DFAT 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 4,852 shares
    Change vs previous 13F +8 shares

    0.17% of the 13F portfolio, value $339,141.

    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 4,844 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $302,488.

    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 4,836 shares
    Change vs previous 13F +10 shares

    0.19% of the 13F portfolio, value $287,908.

    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 4,826 shares
    Change vs previous 13F -348 shares

    0.2% of the 13F portfolio, value $280,910.

    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 5,174 shares
    Change vs previous 13F +11 shares

    0.22% of the 13F portfolio, value $279,205.

    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 5,163 shares
    Change vs previous 13F +7 shares

    0.24% of the 13F portfolio, value $265,857.

    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 5,156 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $284,708.

    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).