SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001942341-23-000003
Filing Date
2023-08-14
Accepted
2023-08-14 11:56:08
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 5642
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 62794
  Complete submission text file 0001942341-23-000003.txt   69647
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.: 231167701