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Disclosery

Vertex Planning Partners, LLC: PSN position timeline

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

Vertex Planning Partners, LLC held 11,270 PSN 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 11,270 shares
    Change vs previous 13F +5,635 shares

    0.09% of the 13F portfolio, value $590,435.

    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 5,635 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $305,248.

    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 5,635 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $348,243.

    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 6,135 shares
    Change vs previous 13F -1,500 shares

    0.1% of the 13F portfolio, value $508,714.

    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 7,635 shares
    Change vs previous 13F -1,000 shares

    0.11% of the 13F portfolio, value $547,964.

    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 8,635 shares
    Change vs previous 13F -1,500 shares

    0.11% of the 13F portfolio, value $511,278.

    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 10,135 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $934,954.

    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).