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Defined Financial Planning LLC

SEC CIK
0002056559
Latest filing
Oct 15, 2025

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q3 2025 holdings

Shares (Q3 2025)
405
Value
$233.5K
% of portfolio
0.2%
Quarters held
2
Since Q2 2025
Holdings of MA by Defined Financial Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025405$233.5K0.2%+1+0.2%AddedHolders
Q2 2025404$222.3K0.2%+404NewHolders