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Vertex Planning Partners, LLC: BINC position timeline

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

Vertex Planning Partners, LLC held 199,498 BINC 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 199,498 shares
    Change vs previous 13F +50,917 shares

    1.55% of the 13F portfolio, value $10,441,738.

    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 148,581 shares
    Change vs previous 13F +108,271 shares

    1.5% of the 13F portfolio, value $7,715,835.

    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 40,310 shares
    Change vs previous 13F +2,739 shares

    0.49% of the 13F portfolio, value $2,127,139.

    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 37,571 shares
    Change vs previous 13F +2,117 shares

    0.38% of the 13F portfolio, value $2,000,296.

    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 35,454 shares
    Change vs previous 13F +1,822 shares

    0.39% of the 13F portfolio, value $1,873,373.

    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 33,632 shares
    Change vs previous 13F +86 shares

    0.38% of the 13F portfolio, value $1,761,663.

    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 33,546 shares
    Change vs previous 13F +684 shares

    0.38% of the 13F portfolio, value $1,745,039.

    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 32,862 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,759,102.

    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).