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

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

Disciplined Investors, L.L.C. held 27,873 XLK 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 27,873 shares
    Change vs previous 13F +754 shares

    2.66% of the 13F portfolio, value $5,310,275.

    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 27,119 shares
    Change vs previous 13F +189 shares

    2.15% of the 13F portfolio, value $3,604,079.

    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 26,930 shares
    Change vs previous 13F +13,243 shares

    2.54% of the 13F portfolio, value $3,877,148.

    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 13,687 shares
    Change vs previous 13F +2,287 shares

    2.75% of the 13F portfolio, value $3,857,830.

    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 11,400 shares
    Change vs previous 13F +608 shares

    2.25% of the 13F portfolio, value $2,886,891.

    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 10,792 shares
    Change vs previous 13F +933 shares

    2.01% of the 13F portfolio, value $2,228,365.

    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 9,859 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,239,589.

    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).