Spartan Planning & Wealth Management

13F Filings History

Latest 13F report
Q4 2023 - Mar 12, 2024
Value $
$93.8M
Signature - Title
David Childs - CEO/CCO
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Spartan Planning & Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spartan Planning & Wealth Management reported 193 stock holdings with total value $93.8M as of Q4 2023. Top holdings included SPTM, IVV, GOVT, USRT, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 193 $93.8M +$56.4M -$52.2M +$4.18M SPTM, IVV, GOVT, USRT, MSFT 13F-HR 3/12/2024, 04:35 PM
Q3 2023 162 $85.3M $0 $0 BIL, OPER, SPDW, SPTM, SGOV 13F-HR 11/17/2023, 11:42 AM
Q4 2022 164 $80.2M +$29.8M -$27.2M +$2.59M BIL, SGOV, OPER, SPDW, BWX 13F-HR 2/1/2023, 01:22 PM
Q3 2022 69 $76.4M +$14.7M -$12.4M +$2.28M BIL, SHV, OPER, SGOV, AAPL 13F-HR 11/1/2022, 04:55 PM
Q2 2022 86 $74.9M +$41.3M -$41.5M -$173K BIL, SHV, OPER, SPTM, USRT 13F-HR 8/10/2022, 11:26 AM
Q1 2022 131 $79.9M $0 $0 SPTM, BIL, VTI, OPER, USRT 13F-HR 5/16/2022, 03:18 PM