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Disclosery

XY Planning Network, Inc.: DFEM position timeline

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

XY Planning Network, Inc. held 269,500 DFEM 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 269,500 shares
    Change vs previous 13F +16,102 shares

    1.37% of the 13F portfolio, value $10,952,451.

    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 253,398 shares
    Change vs previous 13F +13,592 shares

    1.41% of the 13F portfolio, value $8,818,238.

    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 239,806 shares
    Change vs previous 13F +132,382 shares

    1.38% of the 13F portfolio, value $7,932,786.

    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 107,424 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $3,188,343.

    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 107,424 shares
    Change vs previous 13F +2,536 shares

    1.09% of the 13F portfolio, value $3,188,343.

    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 104,888 shares
    Change vs previous 13F +21,318 shares

    1.85% of the 13F portfolio, value $2,775,328.

    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 83,570 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,188,678.

    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).