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Vertex Planning Partners, LLC: SPY position timeline

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

Vertex Planning Partners, LLC held 37,639 SPY 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 37,639 shares
    Change vs previous 13F +16,826 shares

    4.17% of the 13F portfolio, value $28,107,710.

    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 20,813 shares
    Change vs previous 13F -5,437 shares

    2.63% of the 13F portfolio, value $13,535,302.

    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 26,250 shares
    Change vs previous 13F +6,474 shares

    4.16% of the 13F portfolio, value $17,900,302.

    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 19,776 shares
    Change vs previous 13F -559 shares

    2.53% of the 13F portfolio, value $13,174,176.

    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 20,335 shares
    Change vs previous 13F -2,103 shares

    2.62% of the 13F portfolio, value $12,564,044.

    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 22,438 shares
    Change vs previous 13F -1,479 shares

    2.74% of the 13F portfolio, value $12,551,787.

    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 23,917 shares
    Change vs previous 13F -14,331 shares

    3.09% of the 13F portfolio, value $14,017,007.

    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 38,248 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $21,944,957.

    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).