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Disclosery

XY Planning Network, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XY Planning Network, Inc. on AVDV, newest first. How the timeline and the estimate are built.

XY Planning Network, Inc. held 80,955 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,955 shares
    Change vs previous 13F +12,642 shares

    1.05% of the 13F portfolio, value $8,342,408.

    13F-HR 0001754960-26-000525 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,313 shares
    Change vs previous 13F +4,585 shares

    1.11% of the 13F portfolio, value $6,950,172.

    13F-HR 0001754960-26-000253 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 63,728 shares
    Change vs previous 13F +3,105 shares

    1.04% of the 13F portfolio, value $5,988,543.

    13F-HR 0001754960-26-000116 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,623 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $4,806,193.

    13F-HR 0001754960-25-000789 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,623 shares
    Change vs previous 13F -5,897 shares

    1.64% of the 13F portfolio, value $4,806,193.

    13F-HR 0001754960-25-000409 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,520 shares
    Change vs previous 13F -6,426 shares

    3.09% of the 13F portfolio, value $4,639,116.

    13F-HR 0001754960-25-000233 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 72,946 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $4,747,340.

    13F-HR 0001754960-25-000155 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).