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Defined Financial Planning LLC: SSO position timeline

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

Defined Financial Planning LLC held 4,882 SSO 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 4,882 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $558,208.

    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 ยง4.2).