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Disclosery

XY Planning Network, Inc.: DFSI position timeline

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

XY Planning Network, Inc. held 31,798 DFSI 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 31,798 shares
    Change vs previous 13F +18,397 shares

    0.18% of the 13F portfolio, value $1,434,099.

    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 13,401 shares
    Change vs previous 13F +22 shares

    0.09% of the 13F portfolio, value $578,708.

    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 13,379 shares
    Change vs previous 13F +7,334 shares

    0.1% of the 13F portfolio, value $573,228.

    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 6,045 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $238,229.

    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 6,045 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $238,229.

    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).