• 13F History

Spartan Planning & Wealth Management

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$103M
Signature - Title
Mark John Keen - Director of Operations
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 65 stock holdings with total value $103M as of Q1 2025. Top holdings included SHY, SPTM, STIP, SPDW, and BIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 65 $103M +$36.9M -$38.8M -$1.88M SHY, SPTM, STIP, SPDW, BIL 13F-HR 4/8/2025, 09:40 AM
Q4 2024 71 $109M $0 $0 SPTM, AAPL, NVDA, BIL, MSFT 13F-HR 1/7/2025, 01:30 PM
Q4 2023 192 $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 BIL, OPER, SPDW, SPTM, SGOV 13F-HR 11/17/2023, 11:42 AM
Q4 2022 164 $80.2M +$29.8M -$23.3M +$6.55M BIL, SGOV, OPER, SPDW, BWX 13F-HR 2/1/2023, 12:22 PM
Q3 2022 66 $76.4M +$14.7M -$6.83M +$7.82M BIL, SHV, OPER, SGOV, AAPL 13F-HR 11/1/2022, 04:55 PM
Q2 2022 85 $74.9M +$41.3M -$19.5M +$21.8M BIL, SHV, OPER, SPTM, USRT 13F-HR 8/10/2022, 11:26 AM
Q1 2022 130 $79.9M SPTM, BIL, VTI, OPER, USRT 13F-HR 5/16/2022, 03:18 PM