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Disclosery

Vertex Planning Partners, LLC: DYNF position timeline

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

Vertex Planning Partners, LLC held 478,583 DYNF 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 478,583 shares
    Change vs previous 13F +97,612 shares

    4.83% of the 13F portfolio, value $32,548,430.

    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 380,971 shares
    Change vs previous 13F +179,235 shares

    4.3% of the 13F portfolio, value $22,164,878.

    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 201,736 shares
    Change vs previous 13F +4,730 shares

    2.85% of the 13F portfolio, value $12,267,549.

    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 197,006 shares
    Change vs previous 13F +17,039 shares

    2.24% of the 13F portfolio, value $11,662,761.

    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 179,967 shares
    Change vs previous 13F +4,377 shares

    2.05% of the 13F portfolio, value $9,801,023.

    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 175,590 shares
    Change vs previous 13F +6,734 shares

    1.87% of the 13F portfolio, value $8,561,766.

    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 168,856 shares
    Change vs previous 13F +1,944 shares

    1.91% of the 13F portfolio, value $8,653,891.

    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 166,912 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,257,116.

    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).