Vertex Planning Partners, LLC: SPAB position timeline

Vertex Planning Partners, LLC held 286,978 SPAB 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 286,978 shares

   Change vs previous 13F +92,816 shares

   1.09% of the 13F portfolio, value $7,323,679.

   13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 194,162 shares

   Change vs previous 13F +194,162 shares

   0.97% of the 13F portfolio, value $4,974,424.

   13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -221,941 shares

   13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 221,941 shares

   Change vs previous 13F -53,246 shares

   1.22% of the 13F portfolio, value $5,546,305.

   13F-HR 0001667731-25-000244 filed by Vertex Planning Partners, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 275,187 shares

   Change vs previous 13F not available

   1.72% of the 13F portfolio, value $7,193,391.

   13F-HR 0001942341-24-000008 filed by Vertex Planning Partners, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).