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Disclosery

XY Planning Network, Inc.: BNDX position timeline

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

XY Planning Network, Inc. held 310,169 BNDX 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 310,169 shares
    Change vs previous 13F +76,192 shares

    1.88% of the 13F portfolio, value $15,021,507.

    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 233,977 shares
    Change vs previous 13F +30,765 shares

    1.79% of the 13F portfolio, value $11,233,254.

    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 203,212 shares
    Change vs previous 13F +138,848 shares

    1.71% of the 13F portfolio, value $9,819,196.

    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 64,364 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $3,186,649.

    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 64,364 shares
    Change vs previous 13F +42,948 shares

    1.08% of the 13F portfolio, value $3,186,649.

    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 21,416 shares
    Change vs previous 13F +11,246 shares

    0.7% of the 13F portfolio, value $1,045,541.

    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 10,170 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $498,839.

    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).