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Defined Financial Planning LLC: EES position timeline

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

Defined Financial Planning LLC held 51,262 EES shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 51,262 shares
    Change vs previous 13F +12,676 shares

    2.36% of the 13F portfolio, value $2,849,655.

    13F-HR 0001754960-25-000660 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).

  2. period ended2025-06-30
    13F 38,586 shares
    Change vs previous 13F +5,757 shares

    1.77% of the 13F portfolio, value $1,992,967.

    13F-HR 0001754960-25-000466 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).

  3. period ended2025-03-31
    13F 32,829 shares
    Change vs previous 13F +1,600 shares

    1.63% of the 13F portfolio, value $1,606,106.

    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).

  4. period ended2024-12-31
    13F 31,229 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,684,492.

    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).