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Defined Financial Planning LLC

SEC CIK
0002056559
Latest filing
Oct 15, 2025

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q3 2025 holdings

Shares (Q3 2025)
817
Value
$586.5K
% of portfolio
0.5%
Quarters held
3
Since Q1 2025
Holdings of META by Defined Financial Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025817$586.5K0.5%+50+6.5%AddedHolders
Q2 2025767$544.9K0.5%−162−17.4%ReducedHolders
Q1 2025929$544.4K0.6%+929NewHolders