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Vertex Planning Partners, LLC: XLG position timeline

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

Vertex Planning Partners, LLC held 12,874 XLG 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 12,874 shares
    Change vs previous 13F -3,100 shares

    0.12% of the 13F portfolio, value $788,264.

    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 15,974 shares
    Change vs previous 13F -155,517 shares

    0.17% of the 13F portfolio, value $871,365.

    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 171,491 shares
    Change vs previous 13F +1,877 shares

    2.36% of the 13F portfolio, value $10,165,989.

    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 169,614 shares
    Change vs previous 13F +85,572 shares

    1.87% of the 13F portfolio, value $9,756,181.

    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 84,042 shares
    Change vs previous 13F +29,683 shares

    0.91% of the 13F portfolio, value $4,378,565.

    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 54,359 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,501,620.

    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).