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Disclosery

XY Planning Network, Inc.: AVES position timeline

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

XY Planning Network, Inc. held 10,433 AVES 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 10,433 shares
    Change vs previous 13F +4,246 shares

    0.09% of the 13F portfolio, value $684,405.

    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 6,187 shares
    Change vs previous 13F +332 shares

    0.06% of the 13F portfolio, value $372,024.

    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 5,855 shares
    Change vs previous 13F -222 shares

    0.06% of the 13F portfolio, value $341,405.

    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 6,077 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $325,394.

    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 6,077 shares
    Change vs previous 13F +1,411 shares

    0.11% of the 13F portfolio, value $325,394.

    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 4,666 shares
    Change vs previous 13F -1,039 shares

    0.15% of the 13F portfolio, value $220,049.

    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 5,705 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $263,571.

    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).