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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

  1. period ended2026-06-30
    13F 8,930 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,437 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,930 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,670 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,520 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,244 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).