DEFINE FINANCIAL, LLC SEC EDGAR Filings (CIK 0002021320)

SEC EDGAR filings, ownership reports, and insider transactions for DEFINE FINANCIAL, LLC.

Business address
12526 High Bluff Drive, Suite 270, San Diego, CA, 92130
Top securities (13F)
AVUV, VTIP, AVDV, VTI, VEU, VNQ, AVEM, VWO, MSFT, AAPL, SPY, BRKB, VV, NVDA, GOOG, AMZN, DFSU, ABNB, VOO, and VUG
State of incorporation
CA
Fiscal year end
31 December
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DEFINE FINANCIAL, LLC has filed 6 SEC EDGAR filings since 14 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Jan 2026 31 Dec 2025 028-24547
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-24547
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-24547
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-24547
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-24547
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-24547