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Disclosery

Vertex Planning Partners, LLC: JQUA position timeline

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

Vertex Planning Partners, LLC held 688,073 JQUA 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 688,073 shares
    Change vs previous 13F +66,897 shares

    7.38% of the 13F portfolio, value $49,733,952.

    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 621,176 shares
    Change vs previous 13F +17,908 shares

    7.4% of the 13F portfolio, value $38,090,518.

    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 603,268 shares
    Change vs previous 13F -42,027 shares

    8.86% of the 13F portfolio, value $38,114,465.

    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 645,295 shares
    Change vs previous 13F +3,984 shares

    7.79% of the 13F portfolio, value $40,595,519.

    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 641,311 shares
    Change vs previous 13F +8,857 shares

    8.04% of the 13F portfolio, value $38,510,731.

    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 632,454 shares
    Change vs previous 13F +13,620 shares

    7.8% of the 13F portfolio, value $35,714,651.

    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 618,834 shares
    Change vs previous 13F -96,242 shares

    7.82% of the 13F portfolio, value $35,440,598.

    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 715,076 shares
    Change vs previous 13F not available

    9.67% of the 13F portfolio, value $40,451,858.

    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).