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Vertex Planning Partners, LLC: SPYG position timeline

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

Vertex Planning Partners, LLC held 193,662 SPYG 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 193,662 shares
    Change vs previous 13F +28,720 shares

    3.42% of the 13F portfolio, value $23,043,886.

    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 164,942 shares
    Change vs previous 13F +5,552 shares

    3.14% of the 13F portfolio, value $16,149,470.

    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 159,390 shares
    Change vs previous 13F -549 shares

    3.95% of the 13F portfolio, value $17,006,914.

    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 159,939 shares
    Change vs previous 13F +2,890 shares

    3.21% of the 13F portfolio, value $16,715,269.

    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 157,049 shares
    Change vs previous 13F +279 shares

    3.13% of the 13F portfolio, value $14,969,875.

    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 156,770 shares
    Change vs previous 13F +3,537 shares

    2.75% of the 13F portfolio, value $12,599,626.

    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 153,233 shares
    Change vs previous 13F -76,543 shares

    2.97% of the 13F portfolio, value $13,469,189.

    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 229,776 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $19,057,630.

    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).