Spartan Planning & Wealth Management CTVA CORTEVA INC

Ownership history in Spartan Planning & Wealth Management  ·  4 quarters on record

AI Ownership Summary

Spartan Planning & Wealth Management reported CORTEVA INC (CTVA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q2. The latest visible filing shows CTVA at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spartan Planning & Wealth Management's position in CORTEVA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CTVA was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spartan Planning & Wealth Management held CTVA — position size vs. price
% of Fund (quarterly)    CTVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,070 0% 0.25% $341K 2026-04-16 $80.97
2025 Q4 UNCHANGED 4,070 0% 0.20% $273K 2026-01-08 $69.82
2025 Q3 UNCHANGED 4,070 0% 0.21% $275K 2025-10-14 $62.22
2025 Q2 INITIATED 4,070 0.26% $303K 2025-07-17 $72.47

FAQ About Spartan Planning & Wealth Management and CTVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spartan Planning & Wealth Management reported owning CTVA?

Spartan Planning & Wealth Management reported CTVA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CTVA position in Spartan Planning & Wealth Management's portfolio?

The largest reported portfolio weight for CTVA was 0.26% in 2025 Q2.

What is the latest reported CTVA position on this page?

The most recent filing on this page is 2026 Q1, when Spartan Planning & Wealth Management reported 4,070 shares, equal to 0.25% of portfolio, with an estimated market value of $341K.

What does the chart on this CTVA ownership page compare?

The chart compares Spartan Planning & Wealth Management's quarterly CTVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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