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Disclosery

Defined Financial Planning LLC: SPDW position timeline

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

Defined Financial Planning LLC held 138,870 SPDW 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 138,870 shares
    Change vs previous 13F -3,196 shares

    5.01% of the 13F portfolio, value $6,033,893.

    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 142,066 shares
    Change vs previous 13F +10,576 shares

    5.05% of the 13F portfolio, value $5,682,632.

    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 131,490 shares
    Change vs previous 13F +39,979 shares

    4.87% of the 13F portfolio, value $4,803,323.

    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 91,511 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,123,264.

    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).