Vertex Planning Partners, LLC quarter change: USA Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Vertex Planning Partners, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1942341): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Tetragon Partners GP Ltd | Cayman Islands | $0.515B | 40 |
| STEMPOINT CAPITAL LP | United States | $0.515B | 83 |
| Palo Duro Investment Partners, LP | United States | $0.515B | 29 |
| Cambridge Advisors Inc. | United States | $0.515B | 178 |
| Systelligence, LLC | United States | $0.514B | 56 |
| Aspen Grove Capital, LLC | United States | $0.514B | 200 |
| Sivia Capital Partners, LLC | United States | $0.516B | 455 |
| TrueMark Investments, LLC | United States | $0.514B | 167 |
| WEST PACES ADVISORS INC. | United States | $0.516B | 197 |
| SACHEM HILL LLC | United States | $0.516B | 65 |