Defined Financial Planning LLC SEC EDGAR Filings (CIK 0002056559)

SEC EDGAR filings, ownership reports, and insider transactions for Defined Financial Planning LLC.

Business address
899 Northgate Drive, Suite 300, San Rafael, CA, 94903
Top securities (13F)
SCHG, DGRW, JVAL, DDWM, AGGY, SECT, SPDW, XSOE, DON, USMF, JBND, MTGP, NVDA, AAPL, MSFT, EES, BIV, BUYW, EPI, and QHY
State of incorporation
CA
Fiscal year end
31 December
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Defined Financial Planning LLC has filed 5 SEC EDGAR filings since 13 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Oct 2025 30 Sep 2025 028-25060
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-25060
N-PX Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-25060
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-25060
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-25060