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Disclosery

Spartan Planning & Wealth Management: META position timeline

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

Spartan Planning & Wealth Management held 1,086 META 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 1,086 shares
    Change vs previous 13F +1,086 shares

    0.51% of the 13F portfolio, value $787,529.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,410 shares

    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).

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

  3. period ended2025-09-30
    13F 4,410 shares
    Change vs previous 13F +38 shares

    2.53% of the 13F portfolio, value $3,238,644.

    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).

  4. period ended2025-06-30
    13F 4,372 shares
    Change vs previous 13F +1,945 shares

    2.76% of the 13F portfolio, value $3,226,944.

    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).

  5. period ended2025-03-31
    13F 2,427 shares
    Change vs previous 13F -1,472 shares

    1.36% of the 13F portfolio, value $1,398,826.

    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).

  6. period ended2024-12-31
    13F 3,899 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,282,903.

    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).