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Vertex Planning Partners, LLC: SPMB position timeline

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

Vertex Planning Partners, LLC held 197,532 SPMB 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 197,532 shares
    Change vs previous 13F +58,746 shares

    0.65% of the 13F portfolio, value $4,406,941.

    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 138,786 shares
    Change vs previous 13F +13,197 shares

    0.6% of the 13F portfolio, value $3,107,407.

    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 125,589 shares
    Change vs previous 13F +4,300 shares

    0.65% of the 13F portfolio, value $2,815,079.

    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 121,289 shares
    Change vs previous 13F +1,392 shares

    0.52% of the 13F portfolio, value $2,721,719.

    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 119,897 shares
    Change vs previous 13F +1,843 shares

    0.55% of the 13F portfolio, value $2,649,718.

    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 118,054 shares
    Change vs previous 13F -22,281 shares

    0.57% of the 13F portfolio, value $2,603,087.

    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 140,335 shares
    Change vs previous 13F +3,134 shares

    0.67% of the 13F portfolio, value $3,024,217.

    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 137,201 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,091,145.

    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).