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Disclosery

XY Planning Network, Inc.: DFSU position timeline

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

XY Planning Network, Inc. held 45,088 DFSU 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 45,088 shares
    Change vs previous 13F -2,115 shares

    0.26% of the 13F portfolio, value $2,102,474.

    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 47,203 shares
    Change vs previous 13F +319 shares

    0.31% of the 13F portfolio, value $1,955,131.

    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 46,884 shares
    Change vs previous 13F +18,977 shares

    0.35% of the 13F portfolio, value $2,036,176.

    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 27,907 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,095,359.

    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 27,907 shares
    Change vs previous 13F +20,172 shares

    0.37% of the 13F portfolio, value $1,095,359.

    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 7,735 shares
    Change vs previous 13F -457 shares

    0.18% of the 13F portfolio, value $276,990.

    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 8,192 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $310,477.

    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).