Vertex Planning Partners, LLC: BAI position timeline

Vertex Planning Partners, LLC held 171,060 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 171,060 shares

   Change vs previous 13F +12,715 shares

   1.34% of the 13F portfolio, value $9,018,287.

   13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 158,345 shares

   Change vs previous 13F +14,659 shares

   1.01% of the 13F portfolio, value $5,217,465.

   13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 143,686 shares

   Change vs previous 13F +2,388 shares

   1.11% of the 13F portfolio, value $4,784,741.

   13F-HR 0001942341-26-000001 filed by Vertex Planning Partners, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 141,298 shares

   Change vs previous 13F +81,716 shares

   0.93% of the 13F portfolio, value $4,826,749.

   13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, LLC
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 59,582 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $1,718,948.

   13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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