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Disclosery

XY Planning Network, Inc.: DFIP position timeline

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

XY Planning Network, Inc. held 40,592 DFIP 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 40,592 shares
    Change vs previous 13F +10,373 shares

    0.21% of the 13F portfolio, value $1,674,634.

    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 30,219 shares
    Change vs previous 13F +5,692 shares

    0.2% of the 13F portfolio, value $1,260,724.

    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 24,527 shares
    Change vs previous 13F +5,111 shares

    0.18% of the 13F portfolio, value $1,019,226.

    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 19,416 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $811,785.

    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 19,416 shares
    Change vs previous 13F +1,521 shares

    0.28% of the 13F portfolio, value $811,785.

    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 17,895 shares
    Change vs previous 13F +293 shares

    0.5% of the 13F portfolio, value $753,576.

    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 17,602 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $712,720.

    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).