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Vertex Planning Partners, LLC: SPYM position timeline

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

Vertex Planning Partners, LLC held 1,234,572 SPYM 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 1,234,572 shares
    Change vs previous 13F +284,345 shares

    16.11% of the 13F portfolio, value $108,494,218.

    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 950,227 shares
    Change vs previous 13F +67,291 shares

    14.13% of the 13F portfolio, value $72,730,363.

    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 882,936 shares
    Change vs previous 13F +8,215 shares

    16.46% of the 13F portfolio, value $70,829,139.

    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 874,721 shares
    Change vs previous 13F +26,202 shares

    13.14% of the 13F portfolio, value $68,525,632.

    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 848,519 shares
    Change vs previous 13F -84,833 shares

    12.88% of the 13F portfolio, value $61,678,860.

    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 933,352 shares
    Change vs previous 13F +19,570 shares

    13.4% of the 13F portfolio, value $61,377,234.

    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 913,782 shares
    Change vs previous 13F +432,004 shares

    13.9% of the 13F portfolio, value $62,996,158.

    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 481,778 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $32,524,831.

    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).