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Spartan Planning & Wealth Management: HEGD position timeline

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

Spartan Planning & Wealth Management held 314,431 HEGD 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 314,431 shares
    Change vs previous 13F +5,782 shares

    5.5% of the 13F portfolio, value $8,445,609.

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

  2. period ended2026-06-30
    13F 308,649 shares
    Change vs previous 13F +13,679 shares

    5.48% of the 13F portfolio, value $8,228,582.

    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 294,970 shares
    Change vs previous 13F -56,243 shares

    5.39% of the 13F portfolio, value $7,285,761.

    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 351,213 shares
    Change vs previous 13F +9,880 shares

    6.53% of the 13F portfolio, value $8,854,081.

    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 341,333 shares
    Change vs previous 13F +14,914 shares

    6.64% of the 13F portfolio, value $8,506,018.

    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 326,419 shares
    Change vs previous 13F +108,161 shares

    6.57% of the 13F portfolio, value $7,670,847.

    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 218,258 shares
    Change vs previous 13F +17,790 shares

    4.63% of the 13F portfolio, value $4,779,850.

    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 200,468 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $4,490,483.

    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).