Defined Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Defined Wealth Management going back to March 9, 2021
- Defined Wealth Management 2025 Q4 - filed Jan. 15, 2026 - new!
- Defined Wealth Management 2025 Q3 - filed Oct. 7, 2025
- Defined Wealth Management 2025 Q2 - filed July 9, 2025
- Defined Wealth Management 2025 Q1 - filed April 16, 2025
- Defined Wealth Management 2024 Q4 - filed Jan. 15, 2025
- Defined Wealth Management 2024 Q3 - filed Oct. 31, 2024
- Defined Wealth Management 2024 Q2 - filed Aug. 5, 2024
- Defined Wealth Management 2024 Q1 - filed April 15, 2024
- Defined Wealth Management 2023 Q4 - filed Jan. 9, 2024
- Defined Wealth Management 2023 Q3 - filed Oct. 24, 2023
- Defined Wealth Management 2023 Q2 - filed July 28, 2023
- Defined Wealth Management 2023 Q1 - filed April 21, 2023
- Defined Wealth Management 2022 Q4 - filed Jan. 23, 2023
- Defined Wealth Management 2022 Q3 - filed Oct. 13, 2022
- Defined Wealth Management 2022 Q2 - filed July 25, 2022
- Defined Wealth Management 2022 Q1 - filed April 18, 2022
- Defined Wealth Management 2021 Q4 - filed Jan. 19, 2022
- Defined Wealth Management 2021 Q3 - filed Oct. 21, 2021
- Defined Wealth Management 2021 Q2 - filed July 20, 2021
- Defined Wealth Management 2021 Q1 - filed May 18, 2021
- Defined Wealth Management 2020 Q4 - filed March 9, 2021