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Disclosery

Vertex Planning Partners, LLC: BIDD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vertex Planning Partners, LLC on BIDD, newest first. How the timeline and the estimate are built.

Vertex Planning Partners, LLC held 626,308 BIDD 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 626,308 shares
    Change vs previous 13F +91,299 shares

    2.79% of the 13F portfolio, value $18,801,776.

    13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, LLC
    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 535,009 shares
    Change vs previous 13F +16,656 shares

    2.95% of the 13F portfolio, value $15,210,317.

    13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, LLC
    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 518,353 shares
    Change vs previous 13F +16,251 shares

    3.47% of the 13F portfolio, value $14,938,927.

    13F-HR 0001942341-26-000001 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 502,102 shares
    Change vs previous 13F +22,315 shares

    2.69% of the 13F portfolio, value $14,051,465.

    13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 479,787 shares
    Change vs previous 13F +6,639 shares

    2.73% of the 13F portfolio, value $13,088,577.

    13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 473,148 shares
    Change vs previous 13F +19,211 shares

    2.67% of the 13F portfolio, value $12,249,803.

    13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 453,937 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $11,198,626.

    13F-HR 0001667731-25-000244 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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