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XY Planning Network, Inc.: AVUS position timeline

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

XY Planning Network, Inc. held 41,375 AVUS 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 41,375 shares
    Change vs previous 13F +18,068 shares

    0.66% of the 13F portfolio, value $5,299,310.

    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 23,307 shares
    Change vs previous 13F +3,873 shares

    0.42% of the 13F portfolio, value $2,608,286.

    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 19,434 shares
    Change vs previous 13F -864 shares

    0.38% of the 13F portfolio, value $2,172,333.

    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 20,298 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $2,046,444.

    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 20,298 shares
    Change vs previous 13F +5,996 shares

    0.7% of the 13F portfolio, value $2,046,444.

    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 14,302 shares
    Change vs previous 13F -365 shares

    0.88% of the 13F portfolio, value $1,321,219.

    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 14,667 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,421,672.

    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).