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Disclosery

Vertex Planning Partners, LLC: SPSM position timeline

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

Vertex Planning Partners, LLC held 15,377 SPSM 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 15,377 shares
    Change vs previous 13F +7,522 shares

    0.13% of the 13F portfolio, value $886,811.

    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 7,855 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $379,535.

    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 7,880 shares
    Change vs previous 13F -1,255 shares

    0.09% of the 13F portfolio, value $369,239.

    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 9,135 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $423,121.

    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 9,132 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $389,042.

    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 9,114 shares
    Change vs previous 13F -2,712 shares

    0.08% of the 13F portfolio, value $371,485.

    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 11,826 shares
    Change vs previous 13F +416 shares

    0.12% of the 13F portfolio, value $531,243.

    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 11,410 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $519,286.

    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).