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DEFINED WEALTH MANAGEMENT, LLC: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DEFINED WEALTH MANAGEMENT, LLC on EFA, newest first. How the timeline and the estimate are built.

DEFINED WEALTH MANAGEMENT, LLC held 35,776 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,776 shares
    Change vs previous 13F -338 shares

    1.91% of the 13F portfolio, value $3,716,385.

    13F-HR 0001849518-26-000005 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 36,114 shares
    Change vs previous 13F -465 shares

    2.05% of the 13F portfolio, value $3,507,731.

    13F-HR 0001849518-26-000004 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 36,579 shares
    Change vs previous 13F -518 shares

    2.02% of the 13F portfolio, value $3,512,660.

    13F-HR 0001849518-26-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,097 shares
    Change vs previous 13F -221 shares

    2.01% of the 13F portfolio, value $3,463,764.

    13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 37,318 shares
    Change vs previous 13F +2 shares

    2.06% of the 13F portfolio, value $3,335,872.

    13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 37,316 shares
    Change vs previous 13F +15 shares

    2.05% of the 13F portfolio, value $3,049,821.

    13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,301 shares
    Change vs previous 13F -187 shares

    1.87% of the 13F portfolio, value $2,820,314.

    13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,488 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,135,159.

    13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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