DEFINED WEALTH MANAGEMENT, LLC: CHTR position timeline

DEFINED WEALTH MANAGEMENT, LLC held 0 CHTR shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -722 shares

   13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 722 shares

   Change vs previous 13F +2 shares

   0.18% of the 13F portfolio, value $295,161.

   13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 720 shares

   Change vs previous 13F 0 shares

   0.18% of the 13F portfolio, value $265,342.

   13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 720 shares

   Change vs previous 13F -90 shares

   0.16% of the 13F portfolio, value $246,794.

   13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 810 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $262,505.

   13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).