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Disclosery

Defined Financial Planning LLC: DGS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Defined Financial Planning LLC on DGS, newest first. How the timeline and the estimate are built.

Defined Financial Planning LLC held 0 DGS shares at 2025-03-31 per its 13F-HR filed 2025-04-16.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -42,441 shares

    13F-HR 0001754960-25-000200 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 42,441 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $2,076,214.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).