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Disclosery

XY Planning Network, Inc.: DFAX position timeline

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

XY Planning Network, Inc. held 120,482 DFAX 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 120,482 shares
    Change vs previous 13F +6,281 shares

    0.56% of the 13F portfolio, value $4,438,565.

    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 114,201 shares
    Change vs previous 13F -20,093 shares

    0.63% of the 13F portfolio, value $3,930,789.

    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 134,294 shares
    Change vs previous 13F -3,137 shares

    0.77% of the 13F portfolio, value $4,395,457.

    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 137,431 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $4,036,337.

    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 137,431 shares
    Change vs previous 13F +36,808 shares

    1.37% of the 13F portfolio, value $4,036,337.

    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 100,623 shares
    Change vs previous 13F -5,157 shares

    1.76% of the 13F portfolio, value $2,636,323.

    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 105,780 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,629,691.

    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).