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Disclosery

Vertex Planning Partners, LLC: PXF position timeline

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

Vertex Planning Partners, LLC held 7,180 PXF 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 7,180 shares
    Change vs previous 13F +2,814 shares

    0.08% of the 13F portfolio, value $543,101.

    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 4,366 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $305,167.

    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 4,360 shares
    Change vs previous 13F -176 shares

    0.07% of the 13F portfolio, value $285,750.

    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 4,536 shares
    Change vs previous 13F -1,744 shares

    0.05% of the 13F portfolio, value $277,492.

    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 6,280 shares
    Change vs previous 13F +384 shares

    0.08% of the 13F portfolio, value $360,584.

    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 5,896 shares
    Change vs previous 13F -91,158 shares

    0.07% of the 13F portfolio, value $306,521.

    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 97,054 shares
    Change vs previous 13F +3,686 shares

    1.03% of the 13F portfolio, value $4,647,908.

    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 93,368 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,867,264.

    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).