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Vertex Investment Solutions Co., Ltd.: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vertex Investment Solutions Co., Ltd. on XLP, newest first. How the timeline and the estimate are built.

Vertex Investment Solutions Co., Ltd. held 14,600 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,600 shares
    Change vs previous 13F +500 shares

    0.83% of the 13F portfolio, value $1,226,342.

    13F-HR 0000898432-26-000484 filed by Vertex Investment Solutions Co., Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,100 shares
    Change vs previous 13F +3,400 shares

    1.33% of the 13F portfolio, value $1,154,928.

    13F-HR 0000898432-26-000299 filed by Vertex Investment Solutions Co., Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,700 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $837,596.

    13F-HR 0000898432-26-000084 filed by Vertex Investment Solutions Co., Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).