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Vertex Planning Partners, LLC: JTEK position timeline

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

Vertex Planning Partners, LLC held 182,483 JTEK 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 182,483 shares
    Change vs previous 13F +25,278 shares

    3.02% of the 13F portfolio, value $20,356,290.

    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 157,205 shares
    Change vs previous 13F +6,087 shares

    2.43% of the 13F portfolio, value $12,504,086.

    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 151,118 shares
    Change vs previous 13F +2,541 shares

    3.16% of the 13F portfolio, value $13,611,606.

    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 148,577 shares
    Change vs previous 13F +5,337 shares

    2.62% of the 13F portfolio, value $13,664,627.

    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 143,240 shares
    Change vs previous 13F +4,044 shares

    2.53% of the 13F portfolio, value $12,098,050.

    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 139,196 shares
    Change vs previous 13F +6,563 shares

    2.04% of the 13F portfolio, value $9,352,579.

    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 132,633 shares
    Change vs previous 13F +23,605 shares

    2.21% of the 13F portfolio, value $10,036,339.

    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 109,028 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $7,486,953.

    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).