Skip to content
Disclosery

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

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

Disciplined Investors, L.L.C. held 343,245 IDV 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 343,245 shares
    Change vs previous 13F +39,888 shares

    7.11% of the 13F portfolio, value $14,220,656.

    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 303,357 shares
    Change vs previous 13F +35,697 shares

    7.69% of the 13F portfolio, value $12,910,880.

    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 267,660 shares
    Change vs previous 13F +19,705 shares

    6.93% of the 13F portfolio, value $10,559,172.

    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 247,955 shares
    Change vs previous 13F +18,503 shares

    6.45% of the 13F portfolio, value $9,062,764.

    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 229,452 shares
    Change vs previous 13F +24,630 shares

    6.17% of the 13F portfolio, value $7,918,393.

    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 204,822 shares
    Change vs previous 13F +32,189 shares

    5.73% of the 13F portfolio, value $6,353,577.

    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 172,633 shares
    Change vs previous 13F not available

    4.51% of the 13F portfolio, value $4,678,354.

    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).