Vertex Planning Partners, LLC
Position in STPZ — PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CIK 1942341
DOWNERS GROVE, IL
All Filings in STPZ
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STPZ | $485,961 | 8,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 STPZ | $441,353 | 8,225 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 STPZ | $458,850 | 8,469 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 STPZ | $452,273 | 8,405 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 STPZ | $400,018 | 7,405 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 STPZ | $432,625 | 8,272 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 STPZ | $445,695 | 8,438 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 STPZ | $485,674 | 9,405 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 STPZ | $595,597 | 11,565 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 STPZ | $591,549 | 11,565 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 STPZ | $600,529 | 11,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 STPZ | $596,608 | 11,861 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 STPZ | $453,337 | 8,882 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||