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Vertex Planning Partners, LLC: BMO position timeline

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

Vertex Planning Partners, LLC held 27,959 BMO 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 27,959 shares
    Change vs previous 13F -4,000 shares

    0.73% of the 13F portfolio, value $4,940,288.

    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 31,959 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $4,325,280.

    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 31,959 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $4,147,909.

    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 31,959 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $4,162,610.

    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 31,959 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $3,535,582.

    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 31,959 shares
    Change vs previous 13F -6,031 shares

    0.67% of the 13F portfolio, value $3,052,368.

    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 37,990 shares
    Change vs previous 13F -6,938 shares

    0.81% of the 13F portfolio, value $3,686,893.

    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 44,928 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,052,506.

    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).