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Disclosery

Spartan Planning & Wealth Management: SPEM position timeline

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

Spartan Planning & Wealth Management held 27,024 SPEM 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 27,024 shares
    Change vs previous 13F +13,246 shares

    0.93% of the 13F portfolio, value $1,399,302.

    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 13,778 shares
    Change vs previous 13F -10,783 shares

    0.48% of the 13F portfolio, value $646,336.

    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 24,561 shares
    Change vs previous 13F +3,970 shares

    0.85% of the 13F portfolio, value $1,149,707.

    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 20,591 shares
    Change vs previous 13F +2,732 shares

    0.75% of the 13F portfolio, value $963,868.

    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 17,859 shares
    Change vs previous 13F -59,530 shares

    0.65% of the 13F portfolio, value $763,297.

    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 77,389 shares
    Change vs previous 13F -10,760 shares

    2.95% of the 13F portfolio, value $3,046,805.

    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 88,149 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $3,382,277.

    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).