Defined Financial Planning LLC

SEC CIK: 0002056559
Latest filing: Oct 15, 2025

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q3 2025): 839
Value: $294.8K
% of portfolio: 0.2%
Quarters held: 4; Since Q4 2024

Holdings of V by Defined Financial Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	839	$294.8K	0.2%	−63−7.0%	Reduced	Holders
Q2 2025	902	$313.0K	0.3%	−92−9.3%	Reduced	Holders
Q1 2025	994	$344.3K	0.3%	−486−32.8%	Reduced	Holders
Q4 2024	1,480	$467.7K	0.5%	–	No prior filing	Holders