Vertex Planning Partners, LLC: SPTL position timeline

Vertex Planning Partners, LLC held 19,439 SPTL 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 19,439 shares

   Change vs previous 13F +8,465 shares

   0.08% of the 13F portfolio, value $509,885.

   13F-HR 0001942341-26-000004 filed by Vertex Planning Partners, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,974 shares

   Change vs previous 13F +10,974 shares

   0.06% of the 13F portfolio, value $288,610.

   13F-HR 0001942341-26-000003 filed by Vertex Planning Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -44,855 shares

   13F-HR 0001667731-25-000634 filed by Vertex Planning Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 44,855 shares

   Change vs previous 13F +1,520 shares

   0.26% of the 13F portfolio, value $1,174,755.

   13F-HR 0001667731-25-000244 filed by Vertex Planning Partners, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 43,335 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $1,259,742.

   13F-HR 0001942341-24-000008 filed by Vertex Planning Partners, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).