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Vertex Planning Partners, LLC: BIL position timeline

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

Vertex Planning Partners, LLC held 60,982 BIL 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 60,982 shares
    Change vs previous 13F +6,333 shares

    0.83% of the 13F portfolio, value $5,588,390.

    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 54,649 shares
    Change vs previous 13F +36,259 shares

    0.97% of the 13F portfolio, value $5,008,034.

    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 18,390 shares
    Change vs previous 13F +612 shares

    0.39% of the 13F portfolio, value $1,680,478.

    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 17,778 shares
    Change vs previous 13F -3,773 shares

    0.31% of the 13F portfolio, value $1,631,132.

    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 21,551 shares
    Change vs previous 13F +5,684 shares

    0.41% of the 13F portfolio, value $1,976,873.

    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 15,867 shares
    Change vs previous 13F -2,870 shares

    0.32% of the 13F portfolio, value $1,455,480.

    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 18,737 shares
    Change vs previous 13F +8,213 shares

    0.38% of the 13F portfolio, value $1,713,124.

    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).

  8. period ended2024-09-30
    13F 10,524 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $966,208.

    13F-HR 0001942341-24-000008 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).