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Disclosery

XY Planning Network, Inc.: DFUV position timeline

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

XY Planning Network, Inc. held 32,284 DFUV 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 32,284 shares
    Change vs previous 13F -681 shares

    0.22% of the 13F portfolio, value $1,775,957.

    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 32,965 shares
    Change vs previous 13F -405 shares

    0.26% of the 13F portfolio, value $1,602,119.

    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 33,370 shares
    Change vs previous 13F +12,782 shares

    0.27% of the 13F portfolio, value $1,554,709.

    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 20,588 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $870,480.

    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 20,588 shares
    Change vs previous 13F +9,476 shares

    0.3% of the 13F portfolio, value $870,480.

    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 11,112 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $457,926.

    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 11,112 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $454,703.

    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).