Skip to content
Disclosery

XY Planning Network, Inc.: DFIV position timeline

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

XY Planning Network, Inc. held 26,346 DFIV 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 26,346 shares
    Change vs previous 13F +7,408 shares

    0.18% of the 13F portfolio, value $1,423,200.

    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 18,938 shares
    Change vs previous 13F +4,019 shares

    0.16% of the 13F portfolio, value $1,009,984.

    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 14,919 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $744,458.

    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).