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Disclosery

Vertex Planning Partners, LLC: SHYM position timeline

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

Vertex Planning Partners, LLC held 135,923 SHYM 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 135,923 shares
    Change vs previous 13F +19,080 shares

    0.45% of the 13F portfolio, value $3,051,471.

    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 116,843 shares
    Change vs previous 13F +95,144 shares

    0.5% of the 13F portfolio, value $2,572,883.

    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 21,699 shares
    Change vs previous 13F -347 shares

    0.11% of the 13F portfolio, value $482,152.

    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 22,046 shares
    Change vs previous 13F +4,343 shares

    0.09% of the 13F portfolio, value $492,508.

    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 17,703 shares
    Change vs previous 13F +1,244 shares

    0.08% of the 13F portfolio, value $394,954.

    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 16,459 shares
    Change vs previous 13F -43 shares

    0.08% of the 13F portfolio, value $373,126.

    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 16,502 shares
    Change vs previous 13F +1,748 shares

    0.08% of the 13F portfolio, value $373,935.

    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 14,754 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $341,998.

    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).