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Disclosery

XY Planning Network, Inc.: DFSD position timeline

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

XY Planning Network, Inc. held 104,472 DFSD 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 104,472 shares
    Change vs previous 13F +99,264 shares

    0.63% of the 13F portfolio, value $4,988,528.

    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 5,208 shares
    Change vs previous 13F -69,743 shares

    0.04% of the 13F portfolio, value $249,290.

    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 74,951 shares
    Change vs previous 13F +5,614 shares

    0.63% of the 13F portfolio, value $3,593,933.

    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 69,337 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $3,328,867.

    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 69,337 shares
    Change vs previous 13F +17,758 shares

    1.13% of the 13F portfolio, value $3,328,867.

    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 51,579 shares
    Change vs previous 13F +10,500 shares

    1.63% of the 13F portfolio, value $2,451,020.

    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 41,079 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,925,780.

    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).