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Disclosery

XY Planning Network, Inc.: BSCR position timeline

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

XY Planning Network, Inc. held 52,719 BSCR 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 52,719 shares
    Change vs previous 13F +1,953 shares

    0.13% of the 13F portfolio, value $1,034,079.

    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 50,766 shares
    Change vs previous 13F -31,156 shares

    0.16% of the 13F portfolio, value $996,799.

    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 81,922 shares
    Change vs previous 13F +52,228 shares

    0.28% of the 13F portfolio, value $1,617,146.

    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 29,694 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $583,495.

    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 29,694 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $583,495.

    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).