DEFINED WEALTH MANAGEMENT, LLC
SEC Filing List

CIK: 0001849518

Form Type:

Year

Form	Description	Owner/Filer	Filing Agent	Date	Actions
13F-HR	Initial Quarterly Form 13F Holdings Repo...			04/17/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...			10/07/2025	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		DEFINED WEALTH MANAGEMENT, LLC /fa	07/29/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		CATALYST PRIVATE WEALTH, LLC /fa	07/09/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		DEFINED WEALTH MANAGEMENT, LLC /fa	04/16/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		DEFINED WEALTH MANAGEMENT, LLC /fa	01/15/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		CHANNEL WEALTH LLC /fa	10/31/2024	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...			08/13/2024	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		CHANNEL WEALTH LLC /fa	08/05/2024	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...			04/15/2024	View ... Create Alert Filing info Download PDF Copy Link
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