Skip to content
Disclosery

XY Planning Network, Inc.: DFSV position timeline

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

XY Planning Network, Inc. held 171,402 DFSV 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 171,402 shares
    Change vs previous 13F +2,389 shares

    0.83% of the 13F portfolio, value $6,648,694.

    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 169,013 shares
    Change vs previous 13F +27,938 shares

    0.95% of the 13F portfolio, value $5,934,033.

    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 141,075 shares
    Change vs previous 13F -1,964 shares

    0.81% of the 13F portfolio, value $4,639,959.

    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 143,039 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $4,209,627.

    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 143,039 shares
    Change vs previous 13F +75,044 shares

    1.43% of the 13F portfolio, value $4,209,627.

    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 67,995 shares
    Change vs previous 13F +8,269 shares

    1.28% of the 13F portfolio, value $1,914,065.

    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 59,726 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,838,370.

    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).