Vertex Planning Partners, LLC: GOVT position timeline

Vertex Planning Partners, LLC held 196,731 GOVT 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 196,731 shares

   Change vs previous 13F +73,955 shares

   0.67% of the 13F portfolio, value $4,481,535.

   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 122,776 shares

   Change vs previous 13F +108,411 shares

   0.55% of the 13F portfolio, value $2,812,798.

   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 14,365 shares

   Change vs previous 13F +2,752 shares

   0.08% of the 13F portfolio, value $330,754.

   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 11,613 shares

   Change vs previous 13F +2,336 shares

   0.05% of the 13F portfolio, value $268,493.

   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 9,277 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $213,185.

   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).