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Disclosery

Defined Financial Planning LLC: SECT position timeline

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

Defined Financial Planning LLC held 102,705 SECT 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 102,705 shares
    Change vs previous 13F -13,568 shares

    5.43% of the 13F portfolio, value $6,549,498.

    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 116,273 shares
    Change vs previous 13F +8,160 shares

    6.02% of the 13F portfolio, value $6,772,902.

    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 108,113 shares
    Change vs previous 13F -41,306 shares

    5.61% of the 13F portfolio, value $5,535,386.

    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 149,419 shares
    Change vs previous 13F not available

    8.77% of the 13F portfolio, value $8,212,068.

    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).