Vertex Planning Partners, LLC: DFAI position timeline

Vertex Planning Partners, LLC held 7,363 DFAI 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 7,363 shares

   Change vs previous 13F -500 shares

   0.05% of the 13F portfolio, value $303,705.

   13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,863 shares

   Change vs previous 13F +195 shares

   0.06% of the 13F portfolio, value $306,342.

   13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,668 shares

   Change vs previous 13F +1,496 shares

   0.07% of the 13F portfolio, value $292,227.

   13F-HR 0001942341-26-000001 filed by Vertex Planning Partners, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,172 shares

   Change vs previous 13F +359 shares

   0.04% of the 13F portfolio, value $224,352.

   13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, LLC
   Filed 2025-11-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,813 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $200,955.

   13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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