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Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

INTC holding history

Intel Corp in every 13F filed by Defined Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTC overviewAll 13F holders of INTCFull Q2 2026 holdings

Shares (Q2 2026)
7,673
Value
$1.07M
% of portfolio
0.6%
Quarters held
19
Since Q1 2021
Holdings of INTC by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,673$1.07M0.6%+97+1.3%AddedHolders
Q1 20267,576$334.3K0.2%+149+2.0%AddedHolders
Q4 20257,427$274.1K0.2%+62+0.8%AddedHolders
Q3 20257,365$247.1K0.1%−5,145−41.1%ReducedHolders
Q2 202512,510$280.2K0.2%+12,510NewHolders
Q4 20240$00.0%−16,408−100.0%Sold outHolders
Q3 202416,408$384.9K0.3%−20.0%ReducedHolders
Q2 202416,410$508.2K0.4%−117−0.7%ReducedHolders
Q1 202416,527$730.0K0.5%00.0%UnchangedHolders
Q4 202316,527$830.5K0.6%+68+0.4%AddedHolders
Q3 202316,459$585.1K0.5%+102+0.6%AddedHolders
Q2 202316,357$547.0K0.5%+5,017+44.2%AddedHolders
Q1 202311,340$370.5K0.3%+1,500+15.2%AddedHolders
Q4 20229,840$260.1K0.2%−1,000−9.2%ReducedHolders
Q3 202210,840$279.0K0.3%+10,840NewHolders
Q2 20220$00.0%−10,840−100.0%Sold outHolders
Q1 202210,840$537.0K0.5%+5,700+110.9%AddedHolders
Q4 20215,140$265.0K0.2%−1,700−24.9%ReducedHolders
Q3 20216,840$364.0K0.3%00.0%UnchangedHolders
Q2 20216,840$384.0K0.3%00.0%UnchangedHolders
Q1 20216,840$438.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.