Disciplined Equity Management, Inc.

Position in AB — Alliancebernstein Holding L.P.

CIK 1909380 NEPTUNE BEACH, FL

Position in AB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,351,718

+$113,606 QoQ

Shares Held

62,813

+8.0% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

5.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Disciplined Equity Management, Inc. holds $2,351,718 across 1 Asset Management name. AB ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AB	Alliancebernstein Holding L.P. This page	62,813	$2,351,718

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,351,718	62,813	+8.0%	Shares	Sole	2026-04-28
2025-12-31	$2,238,112	58,163	-1.1%	Shares	Sole	2026-01-14
2025-09-30	$2,247,450	58,803	-2.5%	Shares	Sole	2025-10-22
2025-06-30	$2,461,763	60,293	+12.1%	Shares	Sole	2025-07-28
2025-03-31	$2,061,192	53,803	-2.3%	Shares	Sole	2025-04-14
2024-12-31	$2,043,028	55,083	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$1,913,472	54,843	-4.6%	Shares	Sole	2024-10-11
2024-06-30	$1,942,688	57,493	+2.1%	Shares	Sole	2024-08-14
2024-03-31	$1,955,271	56,283	+14.1%	Shares	Sole	2024-05-03
2023-12-31	$1,530,492	49,323	0.0%	Shares	Sole	2024-02-02
2023-09-30	$1,496,953	49,323	+7.5%	Shares	Sole	2023-11-14
2023-06-30	$1,475,597	45,883	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$1,685,891	46,113	+2.1%	Shares	Sole	2023-04-28
2022-12-31	$1,552,939	45,183	+0.6%	Shares	Sole	2023-01-13
2022-09-30	$1,574,299	44,903	+0.2%	Shares	Sole	2022-10-14
2022-06-30	$1,862,908	44,803	+1.7%	Shares	Sole	2022-08-05
2022-03-31	$2,071,372	44,053	-1.8%	Shares	Sole	2022-04-27
2021-12-31	$2,191,108	44,863	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.