Spartan Planning & Wealth Management SEC EDGAR Filings (CIK 0001749283)

SEC EDGAR filings, ownership reports, and insider transactions for Spartan Planning & Wealth Management.

Business address
1931 New Garden Rd, Ste 220, Greensboro, NC, 27410
Top securities (13F)
SPTM, IEI, NVDA, HEGD, AAPL, SPDW, TFPN, AMZN, MSFT, GOOGL, AVGO, GOOG, IEMG, TSLA, JPM, BRKB, STIP, LLY, USRT, and IVV
State of incorporation
NC
Fiscal year end
31 December
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Spartan Planning & Wealth Management has filed 12 SEC EDGAR filings since 16 May 2022

Latest Filings

Recent SEC filings for Spartan Planning & Wealth Management including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jan 2026 31 Dec 2025 028-22530
N-PX Open N-PX document View SEC filing for N-PX 19 Nov 2025 30 Jun 2025 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2025 30 Sep 2025 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2025 30 Jun 2025 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2025 31 Mar 2025 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jan 2025 31 Dec 2024 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Mar 2024 31 Dec 2023 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2023 30 Sep 2023 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2023 31 Dec 2022 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2022 30 Sep 2022 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2022 30 Jun 2022 028-22530
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-22530

About this filer

Spartan Planning & Wealth Management files with the SEC under CIK 0001749283. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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