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Disclosery

Vertex Planning Partners, LLC: BILS position timeline

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

Vertex Planning Partners, LLC held 24,640 BILS 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 24,640 shares
    Change vs previous 13F +1,853 shares

    0.36% of the 13F portfolio, value $2,448,723.

    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 22,787 shares
    Change vs previous 13F +13,840 shares

    0.44% of the 13F portfolio, value $2,265,939.

    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 8,947 shares
    Change vs previous 13F +196 shares

    0.21% of the 13F portfolio, value $887,721.

    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 8,751 shares
    Change vs previous 13F -2,650 shares

    0.17% of the 13F portfolio, value $870,900.

    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 11,401 shares
    Change vs previous 13F +9,090 shares

    0.24% of the 13F portfolio, value $1,133,601.

    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 2,311 shares
    Change vs previous 13F -263 shares

    0.05% of the 13F portfolio, value $229,921.

    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 2,574 shares
    Change vs previous 13F -554 shares

    0.06% of the 13F portfolio, value $255,212.

    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 3,128 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $311,486.

    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).