Defined Financial Planning LLC
- SEC CIK
- 0002056559
- Latest filing
- Oct 15, 2025
BWIN holding history
Baldwin Insurance Group, 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.
BWIN overviewAll 13F holders of BWINFull Q3 2025 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 2
- Since Q4 2024