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Disclosery

Vertex Planning Partners, LLC: RSP position timeline

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

Vertex Planning Partners, LLC held 6,738 RSP 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 6,738 shares
    Change vs previous 13F -814 shares

    0.21% of the 13F portfolio, value $1,433,703.

    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 7,552 shares
    Change vs previous 13F +731 shares

    0.28% of the 13F portfolio, value $1,449,453.

    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 6,821 shares
    Change vs previous 13F -143 shares

    0.3% of the 13F portfolio, value $1,306,553.

    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 6,964 shares
    Change vs previous 13F +17 shares

    0.25% of the 13F portfolio, value $1,321,071.

    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 6,947 shares
    Change vs previous 13F -292 shares

    0.26% of the 13F portfolio, value $1,262,622.

    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 7,239 shares
    Change vs previous 13F -213 shares

    0.27% of the 13F portfolio, value $1,253,954.

    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 7,452 shares
    Change vs previous 13F -451 shares

    0.29% of the 13F portfolio, value $1,305,885.

    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 7,903 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,415,980.

    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).