Skip to content
Disclosery

Vertex Planning Partners, LLC: XLV position timeline

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

Vertex Planning Partners, LLC held 3,165 XLV 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 3,165 shares
    Change vs previous 13F -762 shares

    0.07% of the 13F portfolio, value $502,214.

    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 3,927 shares
    Change vs previous 13F +896 shares

    0.11% of the 13F portfolio, value $575,756.

    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 3,031 shares
    Change vs previous 13F -50 shares

    0.11% of the 13F portfolio, value $469,185.

    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 3,081 shares
    Change vs previous 13F +145 shares

    0.08% of the 13F portfolio, value $428,740.

    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 2,936 shares
    Change vs previous 13F -766 shares

    0.08% of the 13F portfolio, value $395,805.

    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 3,702 shares
    Change vs previous 13F +114 shares

    0.12% of the 13F portfolio, value $540,560.

    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 3,588 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $493,604.

    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 3,588 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $552,591.

    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).