DEFINED WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001849518)

SEC EDGAR filings, ownership reports, and insider transactions for DEFINED WEALTH MANAGEMENT, LLC.

Business address
8625 Sw Cascade Ave, Suite 410, Beaverton, OR, 97008
Top securities (13F)
IEFA, VOO, VUG, SPY, IVV, IUSV, IEMG, VTV, RSP, QQQ, DIVI, TDIV, VWO, AVGO, IXN, EFA, IDEV, AAPL, USMV, and UCON
State of incorporation
OR
Fiscal year end
31 December
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DEFINED WEALTH MANAGEMENT, LLC has filed 23 SEC EDGAR filings since 09 Mar 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Jan 2026 31 Dec 2025 028-21105
13F-HR Open Document Open Filing 07 Oct 2025 30 Sep 2025 028-21105
N-PX Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-21105
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-21105
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-21105
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-21105
13F-HR Open Document Open Filing 31 Oct 2024 30 Sep 2024 028-21105
N-PX Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-21105
13F-HR Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-21105
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-21105
13F-HR Open Document Open Filing 09 Jan 2024 31 Dec 2023 028-21105
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-21105
13F-HR Open Document Open Filing 28 Jul 2023 30 Jun 2023 028-21105
13F-HR Open Document Open Filing 21 Apr 2023 31 Mar 2023 028-21105
13F-HR Open Document Open Filing 23 Jan 2023 31 Dec 2022 028-21105
13F-HR Open Document Open Filing 13 Oct 2022 30 Sep 2022 028-21105
13F-HR Open Document Open Filing 25 Jul 2022 30 Jun 2022 028-21105
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-21105
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-21105
13F-HR Open Document Open Filing 21 Oct 2021 30 Sep 2021 028-21105
13F-HR Open Document Open Filing 20 Jul 2021 30 Jun 2021 028-21105
13F-HR Open Document Open Filing 18 May 2021 31 Mar 2021 028-21105
13F-HR Open Document Open Filing 09 Mar 2021 31 Dec 2020 028-21105