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Disclosery

XY Planning Network, Inc.: DFCF position timeline

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

XY Planning Network, Inc. held 345,812 DFCF 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 345,812 shares
    Change vs previous 13F +36,401 shares

    1.83% of the 13F portfolio, value $14,596,692.

    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 309,411 shares
    Change vs previous 13F +41,169 shares

    2.09% of the 13F portfolio, value $13,069,504.

    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 268,242 shares
    Change vs previous 13F +40,992 shares

    1.99% of the 13F portfolio, value $11,416,397.

    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 227,250 shares
    Change vs previous 13F 0 shares

    3.27% of the 13F portfolio, value $9,603,562.

    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 227,250 shares
    Change vs previous 13F +16,524 shares

    3.27% of the 13F portfolio, value $9,603,562.

    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 210,726 shares
    Change vs previous 13F +72 shares

    5.91% of the 13F portfolio, value $8,863,123.

    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 210,654 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $8,693,668.

    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).