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Disclosery

Vertex Planning Partners, LLC: PULS position timeline

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

Vertex Planning Partners, LLC held 236,284 PULS 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 236,284 shares
    Change vs previous 13F +45,125 shares

    1.74% of the 13F portfolio, value $11,707,862.

    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 191,159 shares
    Change vs previous 13F +10,479 shares

    1.84% of the 13F portfolio, value $9,462,387.

    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 180,680 shares
    Change vs previous 13F +7,572 shares

    2.08% of the 13F portfolio, value $8,959,912.

    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 173,108 shares
    Change vs previous 13F +6,267 shares

    1.65% of the 13F portfolio, value $8,625,955.

    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 166,841 shares
    Change vs previous 13F +7,046 shares

    1.73% of the 13F portfolio, value $8,302,005.

    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 159,795 shares
    Change vs previous 13F +9,495 shares

    1.73% of the 13F portfolio, value $7,946,623.

    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 150,300 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $7,447,365.

    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).