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CIK 0001749283 • 6 13F filings • Apr 8, 2025 – Jul 22, 2026
Import this data to Google Sheets with:
=jivedata("spartan-planning-wealth-management-0001749283-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| Q3 2025 |
| 13F-HR |
| 0001749283-25-000008 |
| $128.1M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001749283-26-000005 | $150.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001749283-25-000004 | $116.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001749283-26-000004 | $135.2M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001749283-25-000003 | $103.2M | View |