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Spartan Planning & Wealth Management: SPTM position timeline

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

Spartan Planning & Wealth Management held 166,207 SPTM 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 166,207 shares
    Change vs previous 13F +25,973 shares

    10.04% of the 13F portfolio, value $15,089,970.

    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 140,234 shares
    Change vs previous 13F -71,697 shares

    8.2% of the 13F portfolio, value $11,086,885.

    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 211,931 shares
    Change vs previous 13F +10,549 shares

    12.9% of the 13F portfolio, value $17,484,320.

    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 201,382 shares
    Change vs previous 13F +3,336 shares

    12.68% of the 13F portfolio, value $16,241,477.

    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 198,046 shares
    Change vs previous 13F +75,254 shares

    12.7% of the 13F portfolio, value $14,831,651.

    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 122,792 shares
    Change vs previous 13F -59,085 shares

    8.09% of the 13F portfolio, value $8,351,084.

    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 181,877 shares
    Change vs previous 13F not available

    11.87% of the 13F portfolio, value $12,991,474.

    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).