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Disclosery

Defined Financial Planning LLC: GLD position timeline

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

Defined Financial Planning LLC held 2,393 GLD 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 2,393 shares
    Change vs previous 13F +615 shares

    0.74% of the 13F portfolio, value $890,914.

    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 1,778 shares
    Change vs previous 13F -2,149 shares

    0.48% of the 13F portfolio, value $545,366.

    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 3,927 shares
    Change vs previous 13F +237 shares

    1.14% of the 13F portfolio, value $1,129,287.

    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 3,690 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $893,460.

    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).