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Disclosery

Vertex Planning Partners, LLC: XCEM position timeline

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

Vertex Planning Partners, LLC held 98,505 XCEM 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 98,505 shares
    Change vs previous 13F +5,141 shares

    0.77% of the 13F portfolio, value $5,208,937.

    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 93,364 shares
    Change vs previous 13F -8,755 shares

    0.74% of the 13F portfolio, value $3,810,174.

    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 102,119 shares
    Change vs previous 13F -505 shares

    0.91% of the 13F portfolio, value $3,917,274.

    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 102,624 shares
    Change vs previous 13F +2,778 shares

    0.72% of the 13F portfolio, value $3,728,341.

    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 99,846 shares
    Change vs previous 13F -197 shares

    0.71% of the 13F portfolio, value $3,412,746.

    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 100,043 shares
    Change vs previous 13F -57,693 shares

    0.64% of the 13F portfolio, value $2,954,769.

    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 157,736 shares
    Change vs previous 13F +3,013 shares

    1.03% of the 13F portfolio, value $4,668,972.

    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 154,723 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,054,805.

    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).