Skip to content
Disclosery

XY Planning Network, Inc.: DFUS position timeline

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

XY Planning Network, Inc. held 126,210 DFUS 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 126,210 shares
    Change vs previous 13F +13,139 shares

    1.3% of the 13F portfolio, value $10,341,643.

    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 113,071 shares
    Change vs previous 13F +6,964 shares

    1.29% of the 13F portfolio, value $8,080,070.

    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 106,107 shares
    Change vs previous 13F +38,990 shares

    1.37% of the 13F portfolio, value $7,869,978.

    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 67,117 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $4,498,238.

    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 67,117 shares
    Change vs previous 13F +34,137 shares

    1.53% of the 13F portfolio, value $4,498,238.

    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 32,980 shares
    Change vs previous 13F -1,018 shares

    1.33% of the 13F portfolio, value $1,994,654.

    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 33,998 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,167,362.

    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).