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Disclosery

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

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

Disciplined Investors, L.L.C. held 85,355 DFLV 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 85,355 shares
    Change vs previous 13F +26,346 shares

    1.69% of the 13F portfolio, value $3,374,939.

    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 59,009 shares
    Change vs previous 13F +12,525 shares

    1.25% of the 13F portfolio, value $2,107,202.

    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 46,484 shares
    Change vs previous 13F +2,018 shares

    1.04% of the 13F portfolio, value $1,590,225.

    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 44,466 shares
    Change vs previous 13F -668 shares

    1.04% of the 13F portfolio, value $1,462,927.

    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 45,134 shares
    Change vs previous 13F +3,185 shares

    1.09% of the 13F portfolio, value $1,400,042.

    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 41,949 shares
    Change vs previous 13F +5,789 shares

    1.16% of the 13F portfolio, value $1,282,388.

    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 36,160 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,092,383.

    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).