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Disclosery

XY Planning Network, Inc.: DFNM position timeline

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

XY Planning Network, Inc. held 43,086 DFNM 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 43,086 shares
    Change vs previous 13F +10,380 shares

    0.26% of the 13F portfolio, value $2,082,567.

    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 32,706 shares
    Change vs previous 13F +2,070 shares

    0.25% of the 13F portfolio, value $1,570,884.

    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 30,636 shares
    Change vs previous 13F +12,962 shares

    0.26% of the 13F portfolio, value $1,475,742.

    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 17,674 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $838,273.

    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 17,674 shares
    Change vs previous 13F +7,544 shares

    0.29% of the 13F portfolio, value $838,273.

    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 10,130 shares
    Change vs previous 13F +1,515 shares

    0.32% of the 13F portfolio, value $481,867.

    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 8,615 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $411,553.

    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).