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Vertex Planning Partners, LLC: DTD position timeline

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

Vertex Planning Partners, LLC held 117,050 DTD 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 117,050 shares
    Change vs previous 13F +17,048 shares

    1.62% of the 13F portfolio, value $10,914,496.

    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 100,002 shares
    Change vs previous 13F +2,732 shares

    1.68% of the 13F portfolio, value $8,636,181.

    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 97,270 shares
    Change vs previous 13F +1,622 shares

    1.92% of the 13F portfolio, value $8,256,299.

    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 95,648 shares
    Change vs previous 13F +2,145 shares

    1.54% of the 13F portfolio, value $8,034,462.

    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 93,503 shares
    Change vs previous 13F +120 shares

    1.55% of the 13F portfolio, value $7,435,320.

    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 93,383 shares
    Change vs previous 13F +2,300 shares

    1.57% of the 13F portfolio, value $7,185,785.

    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 91,083 shares
    Change vs previous 13F -4,367 shares

    1.52% of the 13F portfolio, value $6,909,770.

    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 95,450 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $7,318,978.

    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).