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Spartan Planning & Wealth Management: IEMG position timeline

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

Spartan Planning & Wealth Management held 38,323 IEMG 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 38,323 shares
    Change vs previous 13F -3,523 shares

    2.03% of the 13F portfolio, value $3,110,280.

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

  2. period ended2026-06-30
    13F 41,846 shares
    Change vs previous 13F +14,564 shares

    2.31% of the 13F portfolio, value $3,466,533.

    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 27,282 shares
    Change vs previous 13F -10,907 shares

    1.41% of the 13F portfolio, value $1,902,920.

    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 38,189 shares
    Change vs previous 13F +6,157 shares

    1.89% of the 13F portfolio, value $2,567,065.

    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 32,032 shares
    Change vs previous 13F -549 shares

    1.65% of the 13F portfolio, value $2,111,549.

    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 32,581 shares
    Change vs previous 13F +32,581 shares

    1.68% of the 13F portfolio, value $1,955,837.

    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 0 shares
    Change vs previous 13F -10,725 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 10,725 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $560,060.

    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).