DEFINE FINANCIAL, LLC SEC EDGAR Filings (CIK 0002021320)

SEC EDGAR filings, ownership reports, and insider transactions for DEFINE FINANCIAL, LLC.

Business address
12526 High Bluff Drive, Suite 270, San Diego, CA, 92130
Top securities (13F)
AVUV, VTIP, AVDV, VTI, VEU, VNQ, AVEM, VWO, MSFT, AAPL, SPY, BRKB, VV, NVDA, GOOG, AMZN, DFSU, ABNB, VOO, and VUG
State of incorporation
CA
Fiscal year end
31 December
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DEFINE FINANCIAL, LLC has filed 6 SEC EDGAR filings since 14 Jan 2025

Latest Filings

Recent SEC filings for DEFINE FINANCIAL, 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 13 Jan 2026 31 Dec 2025 028-24547
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2025 30 Sep 2025 028-24547
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2025 30 Jun 2025 028-24547
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-24547
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2025 31 Mar 2025 028-24547
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2025 31 Dec 2024 028-24547

About this filer

DEFINE FINANCIAL, LLC files with the SEC under CIK 0002021320. 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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