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Disclosery

Spartan Planning & Wealth Management: SPDW position timeline

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

Spartan Planning & Wealth Management held 185,548 SPDW 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 185,548 shares
    Change vs previous 13F +75,640 shares

    6.22% of the 13F portfolio, value $9,349,756.

    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 109,908 shares
    Change vs previous 13F -68,208 shares

    3.71% of the 13F portfolio, value $5,017,313.

    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 178,116 shares
    Change vs previous 13F -10,456 shares

    5.84% of the 13F portfolio, value $7,910,144.

    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 188,572 shares
    Change vs previous 13F +6,904 shares

    6.3% of the 13F portfolio, value $8,069,010.

    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).

  5. period ended2025-06-30
    13F 181,668 shares
    Change vs previous 13F +17,620 shares

    6.3% of the 13F portfolio, value $7,355,751.

    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 164,048 shares
    Change vs previous 13F +108,053 shares

    5.79% of the 13F portfolio, value $5,972,988.

    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 55,995 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,911,109.

    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).