Current Market Value 236,353,901
Current Holdings 124
Most Recent File Date 2025-07-29
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Disciplined Investments, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-29 2025-06-30 13F-HR 124 236,354
2025-04-11 2025-03-31 13F-HR 126 217,746
2025-02-06 2024-12-31 13F-HR 124 202,736
2024-11-04 2024-09-30 13F-HR 117 202,555
2024-08-12 2024-06-30 13F-HR 122 187,816
2024-04-15 2024-03-31 13F-HR 117 183,312
2024-01-12 2023-12-31 13F-HR 108 170,700
2023-11-14 2023-09-30 13F-HR 106 164,389
2023-07-10 2023-06-30 13F-HR 1692 187,123
2023-05-10 2023-03-31 13F-HR 1679 237,432
2023-02-02 2022-12-31 13F-HR 1638 204,456
2022-11-03 2022-09-30 13F-HR 1657 217,663
2022-08-09 2022-06-30 13F-HR 1660 221,289
2022-04-22 2022-03-31 13F-HR/A 1 R 1685 241,902
2022-04-22 2022-03-31 13F-HR 1685 241,902
2022-01-20 2021-12-31 13F-HR 499 226,772
2021-11-09 2021-09-30 13F-HR 447 206,075
2021-08-02 2021-06-30 13F-HR 428 194,692
2021-05-12 2021-03-31 13F-HR 407 169,967
2021-02-12 2020-12-31 13F-HR 327 149,693
2020-11-05 2020-09-30 13F-HR 420 135,606
2020-08-13 2020-06-30 13F-HR 421 128,530
2020-05-19 2020-03-31 13F-HR 443 105,117
2020-05-19 2019-12-31 13F-HR 441 118,553