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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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All positions including Vertex held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 5.3k 38.51
2024-06-30 $192k 5.3k 36.05