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Disclosery

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

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

Disciplined Investors, L.L.C. held 2,813 SPY 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 2,813 shares
    Change vs previous 13F +4 shares

    1.05% of the 13F portfolio, value $2,100,475.

    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 2,809 shares
    Change vs previous 13F +1 shares

    1.09% of the 13F portfolio, value $1,827,078.

    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 2,808 shares
    Change vs previous 13F -3 shares

    1.26% of the 13F portfolio, value $1,914,581.

    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 2,811 shares
    Change vs previous 13F +17 shares

    1.33% of the 13F portfolio, value $1,872,698.

    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 2,794 shares
    Change vs previous 13F +27 shares

    1.35% of the 13F portfolio, value $1,726,567.

    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 2,767 shares
    Change vs previous 13F -195 shares

    1.4% of the 13F portfolio, value $1,547,704.

    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 2,962 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,722,027.

    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).