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Spartan Planning & Wealth Management: USRT position timeline

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

Spartan Planning & Wealth Management held 121,927 USRT 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 121,927 shares
    Change vs previous 13F +1,200 shares

    4.89% of the 13F portfolio, value $7,508,269.

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

  2. period ended2026-06-30
    13F 120,727 shares
    Change vs previous 13F +91,148 shares

    5.34% of the 13F portfolio, value $8,022,324.

    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 29,579 shares
    Change vs previous 13F +2,914 shares

    1.29% of the 13F portfolio, value $1,750,773.

    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 26,665 shares
    Change vs previous 13F +2,207 shares

    1.12% of the 13F portfolio, value $1,518,854.

    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 24,458 shares
    Change vs previous 13F +1,179 shares

    1.12% of the 13F portfolio, value $1,436,148.

    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 23,279 shares
    Change vs previous 13F -36,812 shares

    1.13% of the 13F portfolio, value $1,316,637.

    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 60,091 shares
    Change vs previous 13F -6,837 shares

    3.35% of the 13F portfolio, value $3,461,226.

    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 66,928 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $3,835,640.

    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).