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Vertex Planning Partners, LLC: DTH position timeline

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

Vertex Planning Partners, LLC held 9,200 DTH 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 9,200 shares
    Change vs previous 13F -127 shares

    0.07% of the 13F portfolio, value $497,790.

    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 9,327 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $504,522.

    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 9,327 shares
    Change vs previous 13F -98 shares

    0.11% of the 13F portfolio, value $481,296.

    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 9,425 shares
    Change vs previous 13F -1,044 shares

    0.09% of the 13F portfolio, value $463,275.

    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 10,469 shares
    Change vs previous 13F -3,583 shares

    0.1% of the 13F portfolio, value $485,085.

    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 14,052 shares
    Change vs previous 13F -8,454 shares

    0.13% of the 13F portfolio, value $596,659.

    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 22,506 shares
    Change vs previous 13F -307,140 shares

    0.19% of the 13F portfolio, value $850,264.

    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 329,646 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $13,660,453.

    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).