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Vertex Planning Partners, LLC: XLK position timeline

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

Vertex Planning Partners, LLC held 14,070 XLK 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 14,070 shares
    Change vs previous 13F +2,524 shares

    0.4% of the 13F portfolio, value $2,680,641.

    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 11,546 shares
    Change vs previous 13F +2,621 shares

    0.3% of the 13F portfolio, value $1,534,474.

    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 8,925 shares
    Change vs previous 13F +4,282 shares

    0.3% of the 13F portfolio, value $1,284,937.

    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 4,643 shares
    Change vs previous 13F -7,677 shares

    0.25% of the 13F portfolio, value $1,308,813.

    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 12,320 shares
    Change vs previous 13F -1,639 shares

    0.65% of the 13F portfolio, value $3,119,822.

    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 13,959 shares
    Change vs previous 13F -774 shares

    0.63% of the 13F portfolio, value $2,882,319.

    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 14,733 shares
    Change vs previous 13F -25,124 shares

    0.76% of the 13F portfolio, value $3,425,637.

    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 39,857 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $8,998,200.

    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).