Vertex shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Vertex
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Quarterly reported holdings in Vertex by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $109k | 5.4k | 19.97 |
| 2025-09-30 | $135k | 5.4k | 24.79 |
| 2025-06-30 | $235k | 6.6k | 35.33 |
| 2025-03-31 | $199k | 5.7k | 35.01 |
| 2024-12-31 | $303k | 5.7k | 53.35 |
| 2024-09-30 | $205k | 5.3k | 38.51 |
| 2024-06-30 | $192k | 5.3k | 36.05 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors