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

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

Disciplined Investors, L.L.C. held 7,802 MSFT 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 7,802 shares
    Change vs previous 13F +1,850 shares

    1.46% of the 13F portfolio, value $2,910,406.

    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 5,952 shares
    Change vs previous 13F +299 shares

    1.31% of the 13F portfolio, value $2,203,215.

    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 5,653 shares
    Change vs previous 13F -390 shares

    1.79% of the 13F portfolio, value $2,734,138.

    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 6,043 shares
    Change vs previous 13F +771 shares

    2.23% of the 13F portfolio, value $3,129,860.

    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 5,272 shares
    Change vs previous 13F +111 shares

    2.04% of the 13F portfolio, value $2,622,287.

    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 5,161 shares
    Change vs previous 13F +21 shares

    1.75% of the 13F portfolio, value $1,937,537.

    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 5,140 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,144,509.

    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).