Defined Financial Planning LLC

SEC CIK: 0002056559
Latest filing: Oct 15, 2025

SEC filings (opens in a new tab)

IBIT holding history

iShares Bitcoin Trust ETF 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.

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

Shares (Q3 2025): 4,005
Value: $280.6K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2024

Holdings of IBIT by Defined Financial Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	4,005	$280.6K	0.2%	−5,839−59.3%	Reduced	Holders
Q2 2025	9,844	$651.3K	0.6%	+9,844	New	Holders
Q1 2025	0	$0	0.0%	−5,901−100.0%	Sold out	Holders
Q4 2024	5,901	$313.0K	0.3%	–	No prior filing	Holders