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Disclosery

XY Planning Network, Inc.: BAI position timeline

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

XY Planning Network, Inc. held 46,018 BAI 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 46,018 shares
    Change vs previous 13F -6,055 shares

    0.3% of the 13F portfolio, value $2,426,069.

    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 52,073 shares
    Change vs previous 13F +15,655 shares

    0.28% of the 13F portfolio, value $1,774,127.

    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 36,418 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,212,719.

    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).