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Disclosery

XY Planning Network, Inc.: DISV position timeline

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

XY Planning Network, Inc. held 63,353 DISV 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 63,353 shares
    Change vs previous 13F -219 shares

    0.32% of the 13F portfolio, value $2,542,352.

    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 63,572 shares
    Change vs previous 13F +4,601 shares

    0.41% of the 13F portfolio, value $2,536,513.

    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 58,971 shares
    Change vs previous 13F -22,311 shares

    0.39% of the 13F portfolio, value $2,240,897.

    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 81,282 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $2,674,990.

    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 81,282 shares
    Change vs previous 13F +14,218 shares

    0.91% of the 13F portfolio, value $2,674,990.

    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 67,064 shares
    Change vs previous 13F -3,078 shares

    1.3% of the 13F portfolio, value $1,952,887.

    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 70,142 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,863,679.

    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).