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Spartan Planning & Wealth ManagementGrowthConcentrated trader

CIK: 0001749283 | GREENSBORO, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR74$153.4M2026-10-13SEC ↗
Q2 2026
13F-HR75$150.3M2026-07-22SEC ↗
Q1 2026
13F-HR69$135.2M2026-04-16SEC ↗
Q4 2025
13F-HR79$135.5M2026-01-08SEC ↗
Q3 2025
13F-HR76$128.1M2025-10-14SEC ↗
Q2 2025
13F-HR76$116.7M2025-07-17SEC ↗
Q1 2025
13F-HR65$103.2M2025-04-08SEC ↗
Q4 2024
13F-HR71$109.5M2025-01-07SEC ↗
Q4 2023
13F-HR193$93.8M2024-03-12SEC ↗
Q3 2023
13F-HR162$85.3M2023-11-17SEC ↗
Q4 2022
13F-HR164$80.2M2023-02-01SEC ↗
Q3 2022
13F-HR99$516.0K2022-11-01SEC ↗
Q2 2022
13F-HR114$395.6K2022-08-10SEC ↗
Q1 2022
13F-HR143$79.9M2022-05-16SEC ↗