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Vertex Planning Partners, LLC: IUSB position timeline

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

Vertex Planning Partners, LLC held 262,029 IUSB 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 262,029 shares
    Change vs previous 13F +134,956 shares

    1.8% of the 13F portfolio, value $12,092,644.

    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 127,073 shares
    Change vs previous 13F +15,679 shares

    1.14% of the 13F portfolio, value $5,869,506.

    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 111,394 shares
    Change vs previous 13F +5,515 shares

    1.2% of the 13F portfolio, value $5,184,260.

    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 105,879 shares
    Change vs previous 13F -32,979 shares

    0.95% of the 13F portfolio, value $4,945,596.

    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 138,858 shares
    Change vs previous 13F -26,732 shares

    1.34% of the 13F portfolio, value $6,419,397.

    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 165,590 shares
    Change vs previous 13F +120,021 shares

    1.67% of the 13F portfolio, value $7,630,410.

    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 45,569 shares
    Change vs previous 13F -12,809 shares

    0.45% of the 13F portfolio, value $2,059,735.

    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 58,378 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,750,788.

    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).