Defined Financial Planning LLC

SEC CIK: 0002056559
Latest filing: Oct 15, 2025

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp 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.

COST overview All 13F holders of COST Full Q3 2025 holdings

Shares (Q3 2025): 231
Value: $211.3K
% of portfolio: 0.2%
Quarters held: 4; Since Q4 2024

Holdings of COST by Defined Financial Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	231	$211.3K	0.2%	−41−15.1%	Reduced	Holders
Q2 2025	272	$263.2K	0.2%	−116−29.9%	Reduced	Holders
Q1 2025	388	$370.3K	0.4%	+92+31.1%	Added	Holders
Q4 2024	296	$271.2K	0.3%	–	No prior filing	Holders