DEFINED WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001849518)

SEC EDGAR filings, ownership reports, and insider transactions for DEFINED WEALTH MANAGEMENT, LLC.

Business address
8625 Sw Cascade Ave, Suite 410, Beaverton, OR, 97008
Top securities (13F)
IEFA, VOO, VUG, SPY, IVV, IUSV, IEMG, VTV, RSP, QQQ, DIVI, TDIV, VWO, AVGO, IXN, EFA, IDEV, AAPL, USMV, and UCON
State of incorporation
OR
Fiscal year end
31 December
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DEFINED WEALTH MANAGEMENT, LLC has filed 23 SEC EDGAR filings since 09 Mar 2021

Latest Filings

Recent SEC filings for DEFINED WEALTH MANAGEMENT, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2026 31 Dec 2025 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2025 30 Sep 2025 028-21105
N-PX Open N-PX document View SEC filing for N-PX 29 Jul 2025 30 Jun 2025 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2025 30 Jun 2025 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2025 31 Mar 2025 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2024 30 Sep 2024 028-21105
N-PX Open N-PX document View SEC filing for N-PX 13 Aug 2024 30 Jun 2024 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2024 30 Jun 2024 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2024 31 Mar 2024 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jan 2024 31 Dec 2023 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2023 30 Sep 2023 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2023 30 Jun 2023 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2023 31 Mar 2023 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2023 31 Dec 2022 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2022 30 Sep 2022 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2022 30 Jun 2022 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2022 31 Mar 2022 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2022 31 Dec 2021 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2021 30 Sep 2021 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2021 30 Jun 2021 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 May 2021 31 Mar 2021 028-21105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Mar 2021 31 Dec 2020 028-21105

About this filer

DEFINED WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001849518. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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