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Disclosery

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

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

Disciplined Investors, L.L.C. held 327,667 SCHB 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 327,667 shares
    Change vs previous 13F -5,391 shares

    4.75% of the 13F portfolio, value $9,489,232.

    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 333,058 shares
    Change vs previous 13F -1,592 shares

    4.98% of the 13F portfolio, value $8,359,747.

    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 334,650 shares
    Change vs previous 13F -91 shares

    5.76% of the 13F portfolio, value $8,777,882.

    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 334,741 shares
    Change vs previous 13F +2,923 shares

    6.13% of the 13F portfolio, value $8,606,178.

    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 331,818 shares
    Change vs previous 13F -822 shares

    6.16% of the 13F portfolio, value $7,907,220.

    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 332,640 shares
    Change vs previous 13F -4,465 shares

    6.46% of the 13F portfolio, value $7,161,732.

    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 337,105 shares
    Change vs previous 13F not available

    7.32% of the 13F portfolio, value $7,598,339.

    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).