Skip to content
Disclosery

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

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

Disciplined Investors, L.L.C. held 9,942 VTV 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 9,942 shares
    Change vs previous 13F +440 shares

    1.08% of the 13F portfolio, value $2,166,640.

    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 9,502 shares
    Change vs previous 13F +44 shares

    1.11% of the 13F portfolio, value $1,864,280.

    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 9,458 shares
    Change vs previous 13F +147 shares

    1.18% of the 13F portfolio, value $1,806,362.

    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 9,311 shares
    Change vs previous 13F +587 shares

    1.24% of the 13F portfolio, value $1,736,427.

    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 8,724 shares
    Change vs previous 13F -148 shares

    1.2% of the 13F portfolio, value $1,541,907.

    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 8,872 shares
    Change vs previous 13F -197 shares

    1.38% of the 13F portfolio, value $1,532,576.

    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 9,069 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,534,878.

    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).