Vertex Planning Partners, LLC
All 13F Filings
Location
Downers Grove, IL
CIK
0001942341
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000194234126000003
Q1 2026
135
514,877,175
13F-HR
5/15/2026
Vertex Planning Partners, LLC