Spartan Planning & Wealth Management: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spartan Planning & Wealth Management on MDT, newest first. How the timeline and the estimate are built.
Spartan Planning & Wealth Management held 0 MDT shares at 2026-03-31 per its 13F-HR filed 2026-04-16.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,862 shares
13F-HR 0001749283-26-000004 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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,862 sharesChange vs previous 13F +159 shares
0.2% of the 13F portfolio, value $274,924.
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).
- period ended2025-09-3013F 2,703 sharesChange vs previous 13F +2,703 shares
0.2% of the 13F portfolio, value $257,434.
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 0 sharesChange vs previous 13F -2,617 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,617 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $235,164.
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).