Disciplined Investors, L.L.C.: MSTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Investors, L.L.C. on MSTR, newest first. How the timeline and the estimate are built.
Disciplined Investors, L.L.C. held 8,930 MSTR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 8,930 sharesChange vs previous 13F -6,507 shares
0.39% of the 13F portfolio, value $776,285.
13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,437 sharesChange vs previous 13F +4,507 shares
1.15% of the 13F portfolio, value $1,926,538.
13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,930 sharesChange vs previous 13F +6,260 shares
1.09% of the 13F portfolio, value $1,660,814.
13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,670 sharesChange vs previous 13F +150 shares
1.07% of the 13F portfolio, value $1,504,721.
13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,520 sharesChange vs previous 13F +1,276 shares
1.42% of the 13F portfolio, value $1,827,120.
13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,244 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $935,148.
13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).