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Disclosery

Spartan Planning & Wealth Management: XLF position timeline

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

Spartan Planning & Wealth Management held 5,775 XLF 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 5,775 shares
    Change vs previous 13F -149 shares

    0.2% of the 13F portfolio, value $308,372.

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

  2. period ended2026-06-30
    13F 5,924 shares
    Change vs previous 13F +5,924 shares

    0.21% of the 13F portfolio, value $317,573.

    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 0 shares
    Change vs previous 13F -6,690 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.

  4. period ended2025-12-31
    13F 6,690 shares
    Change vs previous 13F -2,248 shares

    0.27% of the 13F portfolio, value $366,389.

    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 8,938 shares
    Change vs previous 13F -1,280 shares

    0.38% of the 13F portfolio, value $481,465.

    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 10,218 shares
    Change vs previous 13F +1,925 shares

    0.46% of the 13F portfolio, value $535,112.

    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 8,293 shares
    Change vs previous 13F -2,342 shares

    0.4% of the 13F portfolio, value $413,087.

    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 10,635 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $513,990.

    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).