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Disclosery

Vertex Planning Partners, LLC: XTEN position timeline

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

Vertex Planning Partners, LLC held 4,947 XTEN 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 4,947 shares
    Change vs previous 13F -33,028 shares

    0.03% of the 13F portfolio, value $225,484.

    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 37,975 shares
    Change vs previous 13F +3,300 shares

    0.34% of the 13F portfolio, value $1,741,534.

    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 34,675 shares
    Change vs previous 13F -1,068 shares

    0.37% of the 13F portfolio, value $1,602,679.

    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 35,743 shares
    Change vs previous 13F +2,731 shares

    0.32% of the 13F portfolio, value $1,666,696.

    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 33,012 shares
    Change vs previous 13F +18,392 shares

    0.32% of the 13F portfolio, value $1,523,834.

    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 14,620 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $680,853.

    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).