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Disclosery

Vertex Planning Partners, LLC: SPTI position timeline

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

Vertex Planning Partners, LLC held 111,404 SPTI 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 111,404 shares
    Change vs previous 13F +34,151 shares

    0.47% of the 13F portfolio, value $3,162,748.

    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 77,253 shares
    Change vs previous 13F +33,180 shares

    0.43% of the 13F portfolio, value $2,214,067.

    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 44,073 shares
    Change vs previous 13F +826 shares

    0.3% of the 13F portfolio, value $1,271,058.

    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 43,247 shares
    Change vs previous 13F +2,867 shares

    0.24% of the 13F portfolio, value $1,249,826.

    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 40,380 shares
    Change vs previous 13F +911 shares

    0.24% of the 13F portfolio, value $1,161,720.

    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 39,469 shares
    Change vs previous 13F +3,247 shares

    0.25% of the 13F portfolio, value $1,128,038.

    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 36,222 shares
    Change vs previous 13F +1,312 shares

    0.22% of the 13F portfolio, value $1,009,860.

    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 34,910 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,014,499.

    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).