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Disclosery

Spartan Planning & Wealth Management: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spartan Planning & Wealth Management on GE, newest first. How the timeline and the estimate are built.

Spartan Planning & Wealth Management held 1,654 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,654 shares
    Change vs previous 13F +162 shares

    0.34% of the 13F portfolio, value $516,472.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,492 shares
    Change vs previous 13F +171 shares

    0.37% of the 13F portfolio, value $557,449.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,321 shares
    Change vs previous 13F -892 shares

    0.28% of the 13F portfolio, value $374,917.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,213 shares
    Change vs previous 13F +205 shares

    0.5% of the 13F portfolio, value $681,680.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,008 shares
    Change vs previous 13F +30 shares

    0.47% of the 13F portfolio, value $604,052.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,978 shares
    Change vs previous 13F -140 shares

    0.44% of the 13F portfolio, value $509,117.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,118 shares
    Change vs previous 13F +863 shares

    0.41% of the 13F portfolio, value $423,918.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,255 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $209,321.

    13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).