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Disclosery

Spartan Planning & Wealth Management: SHY position timeline

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

Spartan Planning & Wealth Management held 0 SHY shares at 2025-12-31 per its 13F-HR filed 2026-01-08.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -18,480 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.

  2. period ended2025-09-30
    13F 18,480 shares
    Change vs previous 13F -37,718 shares

    1.2% of the 13F portfolio, value $1,533,095.

    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).

  3. period ended2025-06-30
    13F 56,198 shares
    Change vs previous 13F -52,759 shares

    3.99% of the 13F portfolio, value $4,656,558.

    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).

  4. period ended2025-03-31
    13F 108,957 shares
    Change vs previous 13F not available

    8.74% of the 13F portfolio, value $9,013,991.

    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).