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Disclosery

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

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

Disciplined Investors, L.L.C. held 10,399 VFH 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 10,399 shares
    Change vs previous 13F -2,003 shares

    0.68% of the 13F portfolio, value $1,368,559.

    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 12,402 shares
    Change vs previous 13F +50 shares

    0.89% of the 13F portfolio, value $1,498,319.

    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 12,352 shares
    Change vs previous 13F -538 shares

    1.08% of the 13F portfolio, value $1,648,834.

    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 12,890 shares
    Change vs previous 13F -1,618 shares

    1.2% of the 13F portfolio, value $1,691,701.

    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 14,508 shares
    Change vs previous 13F +77 shares

    1.44% of the 13F portfolio, value $1,846,867.

    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 14,431 shares
    Change vs previous 13F +671 shares

    1.56% of the 13F portfolio, value $1,724,045.

    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 13,760 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,598,821.

    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).