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Disclosery

Defined Financial Planning LLC: IBIT position timeline

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

Defined Financial Planning LLC held 4,005 IBIT 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 4,005 shares
    Change vs previous 13F -5,839 shares

    0.23% of the 13F portfolio, value $280,590.

    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 9,844 shares
    Change vs previous 13F +9,844 shares

    0.58% of the 13F portfolio, value $651,279.

    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 0 shares
    Change vs previous 13F -5,901 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.

  4. period ended2024-12-31
    13F 5,901 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $313,048.

    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).