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Disclosery

Vertex Planning Partners, LLC: QYLD position timeline

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

Vertex Planning Partners, LLC held 22,385 QYLD 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 22,385 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $412,561.

    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 22,327 shares
    Change vs previous 13F +56 shares

    0.07% of the 13F portfolio, value $382,910.

    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 22,271 shares
    Change vs previous 13F +330 shares

    0.09% of the 13F portfolio, value $393,529.

    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 21,941 shares
    Change vs previous 13F -342 shares

    0.07% of the 13F portfolio, value $373,216.

    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 22,283 shares
    Change vs previous 13F -1,169 shares

    0.08% of the 13F portfolio, value $372,579.

    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 23,452 shares
    Change vs previous 13F +393 shares

    0.09% of the 13F portfolio, value $390,015.

    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 23,059 shares
    Change vs previous 13F -430 shares

    0.09% of the 13F portfolio, value $420,136.

    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 23,489 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $423,750.

    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).