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Disclosery

Spartan Planning & Wealth Management: SHV position timeline

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

Spartan Planning & Wealth Management held 24,546 SHV 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 24,546 shares
    Change vs previous 13F -8,312 shares

    1.76% of the 13F portfolio, value $2,707,917.

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

  2. period ended2026-06-30
    13F 32,858 shares
    Change vs previous 13F -18,714 shares

    2.41% of the 13F portfolio, value $3,625,856.

    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 51,572 shares
    Change vs previous 13F +48,493 shares

    4.21% of the 13F portfolio, value $5,693,051.

    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 3,079 shares
    Change vs previous 13F +3,079 shares

    0.25% of the 13F portfolio, value $339,152.

    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 0 shares
    Change vs previous 13F -3,577 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.

  6. period ended2025-06-30
    13F 3,577 shares
    Change vs previous 13F -3,794 shares

    0.34% of the 13F portfolio, value $394,972.

    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 7,371 shares
    Change vs previous 13F -26,327 shares

    0.79% of the 13F portfolio, value $814,201.

    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).

  8. period ended2024-12-31
    13F 33,698 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $3,710,487.

    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).