DEFINED WEALTH MANAGEMENT, LLC: LHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DEFINED WEALTH MANAGEMENT, LLC on LHX, newest first. How the timeline and the estimate are built.
DEFINED WEALTH MANAGEMENT, LLC held 1,099 LHX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,099 sharesChange vs previous 13F +1 shares
0.16% of the 13F portfolio, value $319,358.
13F-HR 0001849518-26-000005 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,098 sharesChange vs previous 13F +2 shares
0.22% of the 13F portfolio, value $378,975.
13F-HR 0001849518-26-000004 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,096 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $321,753.
13F-HR 0001849518-26-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,096 sharesChange vs previous 13F +2 shares
0.19% of the 13F portfolio, value $334,729.
13F-HR 0001849518-25-000007 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,094 sharesChange vs previous 13F -1 shares
0.17% of the 13F portfolio, value $274,419.
13F-HR 0001831193-25-000006 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,095 sharesChange vs previous 13F -6 shares
0.15% of the 13F portfolio, value $229,194.
13F-HR 0001849518-25-000003 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,101 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $231,518.
13F-HR 0001849518-25-000001 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,101 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $261,895.
13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).