Advertisement
Screener

Disciplined Investments, LLC Historic Quarter Change: USA Other Stocks, Added

Disciplined Investments, LLC historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Disciplined Investments, LLC opened 0 positions, added to 3, reduced 1 and sold out of 1.

  • Q2 2025: Stock CLEARSIGN TECHNOLOGIES CORP; Country of operation United States; Class COM; Shares before 47,148.
  • Q2 2024: Stock CLEARSIGN TECHNOLOGIES CORP; Country of operation United States; Class COM; Shares before 48,016.
  • Q1 2024: Stock CLEARSIGN TECHNOLOGIES CORP; Country of operation United States; Class COM; Shares before 14,864.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1812492), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025CLEARSIGN TECHNOLOGIES CORP
CUSIP 185064102
United StatesCOM47,14855,886+8,738$35,361$29,905-$5,4562025-07-29
Q2 2024CLEARSIGN TECHNOLOGIES CORP
CUSIP 185064102
United StatesCOM48,01651,448+3,432$46,335$42,923-$3,4122024-08-12
Q1 2024CLEARSIGN TECHNOLOGIES CORP
CUSIP 185064102
United StatesCOM14,86448,016+33,152$16,499$46,335+$29,8362024-04-15

Similar Firms

Firm NameCountry13F ValueHoldings
EXCALIBUR MANAGEMENT CORPUnited States$0.278B160
Checkpoint Capital L.P.United States$0.279B8
ShoreHaven Wealth Partners, LLCUnited States$0.278B103
Centennial Bank/AR/United States$0.279B324
Quantum Financial Planning Services, Inc.United States$0.278B53
Alliance Private Wealth, LLCUnited States$0.278B80
Malaga Cove Capital, LLCUnited States$0.278B192
Arcus Capital Partners, LLCUnited States$0.278B121
SOF LtdCayman Islands$0.279B1
David Kennon IncUnited States$0.279B41