Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001754960-25-000466
Filing Date
2025-07-23
Accepted
2025-07-22 20:19:30
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1951
2 InformationTableOutput.html INFORMATION TABLE  
2 InformationTableOutput.xml INFORMATION TABLE 37018
  Complete submission text file 0001754960-25-000466.txt   40210
Mailing Address 899 NORTHGATE DRIVE SUITE 300 SAN RAFAEL CA 94903
Business Address 899 NORTHGATE DRIVE SUITE 300 SAN RAFAEL CA 94903 5102008655
Defined Financial Planning LLC (Filer) CIK: 0002056559 (see all company filings)

EIN.: 850655239 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25060 | Film No.: 251141446