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Disclosery

XY Planning Network, Inc.: AVEM position timeline

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

XY Planning Network, Inc. held 56,733 AVEM 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 56,733 shares
    Change vs previous 13F +19,758 shares

    0.69% of the 13F portfolio, value $5,474,174.

    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 36,975 shares
    Change vs previous 13F +13,990 shares

    0.48% of the 13F portfolio, value $3,005,331.

    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 22,985 shares
    Change vs previous 13F +15,240 shares

    0.31% of the 13F portfolio, value $1,770,305.

    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 7,745 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $530,842.

    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 7,745 shares
    Change vs previous 13F +3,663 shares

    0.18% of the 13F portfolio, value $530,842.

    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 4,082 shares
    Change vs previous 13F +654 shares

    0.16% of the 13F portfolio, value $245,614.

    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 3,428 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $201,532.

    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).