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Spartan Planning & Wealth Management: TFPN position timeline

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

Spartan Planning & Wealth Management held 194,748 TFPN 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 194,748 shares
    Change vs previous 13F -8,059 shares

    3.8% of the 13F portfolio, value $5,826,849.

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

  2. period ended2026-06-30
    13F 202,807 shares
    Change vs previous 13F +17,170 shares

    4.25% of the 13F portfolio, value $6,390,194.

    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 185,637 shares
    Change vs previous 13F +6,636 shares

    3.82% of the 13F portfolio, value $5,162,862.

    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).

  4. period ended2025-12-31
    13F 179,001 shares
    Change vs previous 13F +4,624 shares

    3.39% of the 13F portfolio, value $4,598,536.

    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).

  5. period ended2025-09-30
    13F 174,377 shares
    Change vs previous 13F +6,943 shares

    3.38% of the 13F portfolio, value $4,328,491.

    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).

  6. period ended2025-06-30
    13F 167,434 shares
    Change vs previous 13F +12,250 shares

    3.29% of the 13F portfolio, value $3,841,622.

    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).

  7. period ended2025-03-31
    13F 155,184 shares
    Change vs previous 13F -527 shares

    3.38% of the 13F portfolio, value $3,488,536.

    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).

  8. period ended2024-12-31
    13F 155,711 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $3,860,667.

    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).