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Defined Financial Planning LLC

SEC CIK
0002056559
Latest filing
Oct 15, 2025

AX holding history

Axos Financial, Inc. in every 13F filed by Defined Financial Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AX overviewAll 13F holders of AXFull Q3 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of AX by Defined Financial Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,163−100.0%Sold outHolders
Q1 20253,163$203.6K0.2%00.0%UnchangedHolders
Q4 20243,163$220.9K0.2%–No prior filingHolders