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Disclosery

XY Planning Network, Inc.: DCOR position timeline

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

XY Planning Network, Inc. held 119,331 DCOR 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 119,331 shares
    Change vs previous 13F +13,112 shares

    1.23% of the 13F portfolio, value $9,782,757.

    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 106,219 shares
    Change vs previous 13F +10,160 shares

    1.23% of the 13F portfolio, value $7,701,941.

    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 96,059 shares
    Change vs previous 13F +82,881 shares

    1.23% of the 13F portfolio, value $7,072,825.

    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 13,178 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $880,950.

    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 13,178 shares
    Change vs previous 13F +6,100 shares

    0.3% of the 13F portfolio, value $880,950.

    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 7,078 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $434,094.

    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).