Spartan Planning & Wealth Management: MO position timeline

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

Spartan Planning & Wealth Management held 0 MO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -3,320 shares
13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
Accepted 2026-10-13 20:14:38 UTC, ingested 2026-10-13 20:15:13 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 3,320 shares
Change vs previous 13F +5 shares
0.16% of the 13F portfolio, value $238,882.
13F-HR 0001749283-26-000005 filed by Spartan Planning & Wealth Management
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,315 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $218,765.
13F-HR 0001749283-26-000004 filed by Spartan Planning & Wealth Management
Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).