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

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

Disciplined Investors, L.L.C. held 74,134 SPSM 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 74,134 shares
    Change vs previous 13F +3,007 shares

    2.14% of the 13F portfolio, value $4,275,325.

    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 71,127 shares
    Change vs previous 13F +2,041 shares

    2.05% of the 13F portfolio, value $3,436,859.

    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 69,086 shares
    Change vs previous 13F +123 shares

    2.12% of the 13F portfolio, value $3,237,384.

    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 68,963 shares
    Change vs previous 13F +367 shares

    2.27% of the 13F portfolio, value $3,194,343.

    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 68,596 shares
    Change vs previous 13F +4,118 shares

    2.28% of the 13F portfolio, value $2,922,182.

    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 64,478 shares
    Change vs previous 13F -1,427 shares

    2.37% of the 13F portfolio, value $2,628,138.

    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 65,905 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $2,920,925.

    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).