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Vertex Planning Partners, LLC: HEEM position timeline

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

Vertex Planning Partners, LLC held 213,736 HEEM 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 213,736 shares
    Change vs previous 13F +28,469 shares

    1.42% of the 13F portfolio, value $9,560,400.

    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 185,267 shares
    Change vs previous 13F -612 shares

    1.33% of the 13F portfolio, value $6,840,057.

    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 185,879 shares
    Change vs previous 13F +1,729 shares

    1.5% of the 13F portfolio, value $6,461,153.

    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 184,150 shares
    Change vs previous 13F +5,628 shares

    1.19% of the 13F portfolio, value $6,196,634.

    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 178,522 shares
    Change vs previous 13F +4,809 shares

    1.12% of the 13F portfolio, value $5,372,620.

    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 173,713 shares
    Change vs previous 13F +9,084 shares

    1.06% of the 13F portfolio, value $4,877,860.

    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 164,629 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,449,411.

    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).