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Spartan Planning & Wealth Management: TBLL position timeline

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

Spartan Planning & Wealth Management held 4,187 TBLL 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 4,187 shares
    Change vs previous 13F -31,897 shares

    0.29% of the 13F portfolio, value $441,980.

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

  2. period ended2026-06-30
    13F 36,084 shares
    Change vs previous 13F -33,877 shares

    2.54% of the 13F portfolio, value $3,809,416.

    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 69,961 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $7,384,331.

    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).