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Disclosery

Spartan Planning & Wealth Management: OPER position timeline

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

Spartan Planning & Wealth Management held 37,329 OPER shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,329 shares
    Change vs previous 13F -19,489 shares

    2.49% of the 13F portfolio, value $3,735,679.

    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).

  2. period ended2026-03-31
    13F 56,818 shares
    Change vs previous 13F +53,058 shares

    4.21% of the 13F portfolio, value $5,686,385.

    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).

  3. period ended2025-12-31
    13F 3,760 shares
    Change vs previous 13F +3,760 shares

    0.28% of the 13F portfolio, value $376,116.

    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).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -3,837 shares

    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).

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

  5. period ended2025-06-30
    13F 3,837 shares
    Change vs previous 13F -8,215 shares

    0.33% of the 13F portfolio, value $384,355.

    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).

  6. period ended2025-03-31
    13F 12,052 shares
    Change vs previous 13F -32,829 shares

    1.17% of the 13F portfolio, value $1,207,731.

    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).

  7. period ended2024-12-31
    13F 44,881 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $4,491,018.

    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).