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Disclosery

Vertex Planning Partners, LLC: IDEV position timeline

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

Vertex Planning Partners, LLC held 22,516 IDEV 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 22,516 shares
    Change vs previous 13F -58,379 shares

    0.3% of the 13F portfolio, value $2,004,165.

    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 80,895 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $6,760,395.

    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).