Defined Financial Planning LLC

SEC CIK: 0002056559
Latest filing: Oct 15, 2025

SEC filings (opens in a new tab)

EXC holding history

Exelon 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.

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

Shares (Q3 2025): 6,234
Value: $290.6K
% of portfolio: 0.2%
Quarters held: 4; Since Q4 2024

Holdings of EXC by Defined Financial Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	6,234	$290.6K	0.2%	+81+1.3%	Added	Holders
Q2 2025	6,153	$264.3K	0.2%	+153+2.6%	Added	Holders
Q1 2025	6,000	$275.5K	0.3%	00.0%	Unchanged	Holders
Q4 2024	6,000	$225.8K	0.2%	–	No prior filing	Holders