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Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

TRP holding history

TC Energy 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.

TRP overviewAll 13F holders of TRPFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of TRP by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−6,124−100.0%Sold outHolders
Q3 20236,124$210.7K0.2%+21+0.3%AddedHolders
Q2 20236,103$246.6K0.2%+30.0%AddedHolders
Q1 20236,100$237.4K0.2%00.0%UnchangedHolders
Q4 20226,100$243.1K0.2%00.0%UnchangedHolders
Q3 20226,100$246.0K0.3%+900+17.3%AddedHolders
Q2 20225,200$269.0K0.3%−900−14.8%ReducedHolders
Q1 20226,100$344.0K0.3%+1,085+21.6%AddedHolders
Q4 20215,015$233.0K0.2%00.0%UnchangedHolders
Q3 20215,015$241.0K0.2%00.0%UnchangedHolders
Q2 20215,015$248.0K0.2%00.0%UnchangedHolders
Q1 20215,015$229.0K0.2%––Holders

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