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Vertex Planning Partners, LLC: USFR position timeline

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

Vertex Planning Partners, LLC held 774,263 USFR 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 774,263 shares
    Change vs previous 13F -119,832 shares

    5.79% of the 13F portfolio, value $38,984,148.

    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 894,095 shares
    Change vs previous 13F +376,009 shares

    8.74% of the 13F portfolio, value $45,008,726.

    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 518,086 shares
    Change vs previous 13F -20,399 shares

    6.06% of the 13F portfolio, value $26,070,090.

    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 538,485 shares
    Change vs previous 13F -67,166 shares

    5.19% of the 13F portfolio, value $27,069,652.

    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 605,651 shares
    Change vs previous 13F -26,589 shares

    6.36% of the 13F portfolio, value $30,470,324.

    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 632,240 shares
    Change vs previous 13F +41,720 shares

    6.95% of the 13F portfolio, value $31,820,655.

    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 590,520 shares
    Change vs previous 13F -102,337 shares

    6.56% of the 13F portfolio, value $29,714,972.

    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 692,857 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $34,795,274.

    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).