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Defined Financial Planning LLC: USMF position timeline

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

Defined Financial Planning LLC held 80,252 USMF 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 80,252 shares
    Change vs previous 13F -25,050 shares

    3.46% of the 13F portfolio, value $4,165,881.

    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 105,302 shares
    Change vs previous 13F +19,613 shares

    4.69% of the 13F portfolio, value $5,281,948.

    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 85,689 shares
    Change vs previous 13F +3,122 shares

    4.33% of the 13F portfolio, value $4,270,740.

    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 82,567 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $4,101,929.

    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).