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Disclosery

XY Planning Network, Inc.: DFAI position timeline

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

XY Planning Network, Inc. held 109,068 DFAI 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 109,068 shares
    Change vs previous 13F +68,916 shares

    0.56% of the 13F portfolio, value $4,499,075.

    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 40,152 shares
    Change vs previous 13F +678 shares

    0.25% of the 13F portfolio, value $1,587,619.

    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 39,474 shares
    Change vs previous 13F +8,749 shares

    0.26% of the 13F portfolio, value $1,504,339.

    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 30,725 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,062,160.

    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 30,725 shares
    Change vs previous 13F +9,677 shares

    0.36% of the 13F portfolio, value $1,062,160.

    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 21,048 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $657,331.

    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).