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Defined Financial Planning LLC: JVAL position timeline

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

Defined Financial Planning LLC held 155,620 JVAL 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 155,620 shares
    Change vs previous 13F -6,165 shares

    6.2% of the 13F portfolio, value $7,477,541.

    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 161,785 shares
    Change vs previous 13F +20,710 shares

    6.41% of the 13F portfolio, value $7,210,871.

    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 141,075 shares
    Change vs previous 13F +94,206 shares

    5.92% of the 13F portfolio, value $5,840,505.

    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 46,869 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,024,741.

    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).