Spartan Planning & Wealth Management: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spartan Planning & Wealth Management on DIS, newest first. How the timeline and the estimate are built.
Spartan Planning & Wealth Management held 0 DIS shares at 2025-12-31 per its 13F-HR filed 2026-01-08.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,819 shares
13F-HR 0001749283-26-000001 filed by Spartan Planning & Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,819 sharesChange vs previous 13F -1,877 shares
0.16% of the 13F portfolio, value $208,276.
13F-HR 0001749283-25-000008 filed by Spartan Planning & Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,696 sharesChange vs previous 13F +3,696 shares
0.39% of the 13F portfolio, value $458,341.
13F-HR 0001749283-25-000004 filed by Spartan Planning & Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,714 shares
13F-HR 0001749283-25-000003 filed by Spartan Planning & Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,714 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $302,204.
13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).