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Disclosery

XY Planning Network, Inc.: DFAS position timeline

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

XY Planning Network, Inc. held 26,636 DFAS 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 26,636 shares
    Change vs previous 13F +10,058 shares

    0.28% of the 13F portfolio, value $2,193,176.

    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 16,578 shares
    Change vs previous 13F +101 shares

    0.19% of the 13F portfolio, value $1,185,664.

    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 16,477 shares
    Change vs previous 13F +10,779 shares

    0.2% of the 13F portfolio, value $1,147,928.

    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 5,698 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $363,023.

    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 5,698 shares
    Change vs previous 13F +1,847 shares

    0.12% of the 13F portfolio, value $363,023.

    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 3,851 shares
    Change vs previous 13F +32 shares

    0.15% of the 13F portfolio, value $230,097.

    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 3,819 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $248,541.

    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).