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Disclosery

Vertex Planning Partners, LLC: IEMG position timeline

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

Vertex Planning Partners, LLC held 74,258 IEMG 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 74,258 shares
    Change vs previous 13F +59,927 shares

    0.91% of the 13F portfolio, value $6,151,554.

    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 14,331 shares
    Change vs previous 13F -28,961 shares

    0.19% of the 13F portfolio, value $999,621.

    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 43,292 shares
    Change vs previous 13F -3,027 shares

    0.68% of the 13F portfolio, value $2,910,121.

    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 46,319 shares
    Change vs previous 13F -4,319 shares

    0.59% of the 13F portfolio, value $3,053,330.

    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 50,638 shares
    Change vs previous 13F +24,555 shares

    0.63% of the 13F portfolio, value $3,039,783.

    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 26,083 shares
    Change vs previous 13F +12,379 shares

    0.31% of the 13F portfolio, value $1,407,711.

    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 13,704 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $715,634.

    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 13,687 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $785,792.

    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).