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DEFINED WEALTH MANAGEMENT, LLC: IEMG position timeline

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

DEFINED WEALTH MANAGEMENT, LLC held 15,878 IEMG 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 15,878 shares
    Change vs previous 13F -71,556 shares

    0.68% of the 13F portfolio, value $1,315,343.

    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 87,434 shares
    Change vs previous 13F +2,022 shares

    3.57% of the 13F portfolio, value $6,098,543.

    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 85,412 shares
    Change vs previous 13F -104 shares

    3.31% of the 13F portfolio, value $5,741,403.

    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 85,516 shares
    Change vs previous 13F +286 shares

    3.27% of the 13F portfolio, value $5,637,234.

    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 85,230 shares
    Change vs previous 13F +5,558 shares

    3.16% of the 13F portfolio, value $5,116,339.

    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 79,672 shares
    Change vs previous 13F +4,855 shares

    2.89% of the 13F portfolio, value $4,299,885.

    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 74,817 shares
    Change vs previous 13F -924 shares

    2.59% of the 13F portfolio, value $3,906,932.

    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 75,741 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $4,348,291.

    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).