Vertex Planning Partners, LLC: MEAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vertex Planning Partners, LLC on MEAR, newest first. How the timeline and the estimate are built.
Vertex Planning Partners, LLC held 11,756 MEAR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 11,756 sharesChange vs previous 13F +2,181 shares
0.09% of the 13F portfolio, value $592,281.
13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,575 sharesChange vs previous 13F +721 shares
0.09% of the 13F portfolio, value $482,023.
13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,854 sharesChange vs previous 13F +144 shares
0.1% of the 13F portfolio, value $445,542.
13F-HR 0001942341-26-000001 filed by Vertex Planning Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,710 sharesChange vs previous 13F +1,305 shares
0.08% of the 13F portfolio, value $439,919.
13F-HR 0002085853-25-000286 filed by Vertex Planning Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,405 sharesChange vs previous 13F +576 shares
0.08% of the 13F portfolio, value $372,229.
13F-HR 0001667731-25-001110 filed by Vertex Planning Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,829 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $343,109.
13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).