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Disclosery

Spartan Planning & Wealth Management: TMO position timeline

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

Spartan Planning & Wealth Management held 625 TMO 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 625 shares
    Change vs previous 13F +625 shares

    0.28% of the 13F portfolio, value $422,039.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -736 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 736 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $426,476.

    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).