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Vertex Planning Partners, LLC: SPDW position timeline

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

Vertex Planning Partners, LLC held 205,247 SPDW 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 205,247 shares
    Change vs previous 13F +95,686 shares

    1.54% of the 13F portfolio, value $10,342,371.

    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 109,561 shares
    Change vs previous 13F -5,087 shares

    0.97% of the 13F portfolio, value $5,001,449.

    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 114,648 shares
    Change vs previous 13F -1,325 shares

    1.18% of the 13F portfolio, value $5,091,516.

    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 115,973 shares
    Change vs previous 13F +3,003 shares

    0.95% of the 13F portfolio, value $4,962,479.

    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 112,970 shares
    Change vs previous 13F +279 shares

    0.95% of the 13F portfolio, value $4,574,150.

    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 112,691 shares
    Change vs previous 13F +5,595 shares

    0.9% of the 13F portfolio, value $4,103,084.

    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 107,096 shares
    Change vs previous 13F +1,229 shares

    0.81% of the 13F portfolio, value $3,655,191.

    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 105,867 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,976,362.

    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).