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Vertex Planning Partners, LLC: SPMO position timeline

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

Vertex Planning Partners, LLC held 45,415 SPMO 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 45,415 shares
    Change vs previous 13F -19 shares

    1.09% of the 13F portfolio, value $7,336,322.

    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 45,434 shares
    Change vs previous 13F +3,407 shares

    0.99% of the 13F portfolio, value $5,093,649.

    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 42,027 shares
    Change vs previous 13F +13,172 shares

    1.17% of the 13F portfolio, value $5,014,610.

    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 28,855 shares
    Change vs previous 13F +312 shares

    0.67% of the 13F portfolio, value $3,493,216.

    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 28,543 shares
    Change vs previous 13F +655 shares

    0.67% of the 13F portfolio, value $3,210,191.

    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 27,888 shares
    Change vs previous 13F +1,369 shares

    0.56% of the 13F portfolio, value $2,580,518.

    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 26,519 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,519,594.

    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).