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Disclosery

Defined Financial Planning LLC: SEPM position timeline

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

Defined Financial Planning LLC held 12,116 SEPM 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 12,116 shares
    Change vs previous 13F +3,232 shares

    0.32% of the 13F portfolio, value $381,775.

    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 8,884 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $274,212.

    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).