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Disclosery

Vertex Planning Partners, LLC: MUNI position timeline

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

Vertex Planning Partners, LLC held 52,023 MUNI 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 52,023 shares
    Change vs previous 13F +6,201 shares

    0.41% of the 13F portfolio, value $2,736,410.

    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 45,822 shares
    Change vs previous 13F +32,134 shares

    0.46% of the 13F portfolio, value $2,391,450.

    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 13,688 shares
    Change vs previous 13F +437 shares

    0.17% of the 13F portfolio, value $717,388.

    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 13,251 shares
    Change vs previous 13F +1,173 shares

    0.13% of the 13F portfolio, value $692,762.

    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 12,078 shares
    Change vs previous 13F +391 shares

    0.13% of the 13F portfolio, value $620,326.

    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 11,687 shares
    Change vs previous 13F +2,307 shares

    0.13% of the 13F portfolio, value $602,465.

    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 9,380 shares
    Change vs previous 13F +619 shares

    0.11% of the 13F portfolio, value $485,227.

    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 8,761 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $464,158.

    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).