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Disclosery

XY Planning Network, Inc.: DFAC position timeline

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

XY Planning Network, Inc. held 975,919 DFAC 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 975,919 shares
    Change vs previous 13F +25,757 shares

    5.43% of the 13F portfolio, value $43,291,760.

    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 950,162 shares
    Change vs previous 13F +32,455 shares

    5.94% of the 13F portfolio, value $37,170,319.

    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 917,707 shares
    Change vs previous 13F +461,029 shares

    6.33% of the 13F portfolio, value $36,332,013.

    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 456,678 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $16,367,336.

    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 456,678 shares
    Change vs previous 13F +62,822 shares

    5.57% of the 13F portfolio, value $16,367,336.

    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 393,856 shares
    Change vs previous 13F +125,225 shares

    8.67% of the 13F portfolio, value $12,993,315.

    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 268,631 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $9,291,914.

    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).