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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001942341-24-000001
Filing Date
2024-02-14
Accepted
2024-02-14 12:44:30
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 5798
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 72003
  Complete submission text file 0001942341-24-000001.txt   79044
Mailing Address 3000 WOODCREEK DRIVE SUITE 100 DOWNERS GROVE IL 60515
Business Address 3000 WOODCREEK DRIVE SUITE 100 DOWNERS GROVE IL 60515 630-836-3300
Vertex Planning Partners, LLC (Filer) CIK: 0001942341 (see all company filings)

IRS No.: 810781488 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22820 | Film No.: 24635127