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Disclosery

XY Planning Network, Inc.: DMXF position timeline

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

XY Planning Network, Inc. held 0 DMXF 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 0 shares
    Change vs previous 13F -24,815 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 24,815 shares
    Change vs previous 13F +796 shares

    0.3% of the 13F portfolio, value $1,901,552.

    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 24,019 shares
    Change vs previous 13F +3,182 shares

    0.31% of the 13F portfolio, value $1,805,247.

    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 20,837 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,551,140.

    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 20,837 shares
    Change vs previous 13F -1,204 shares

    0.53% of the 13F portfolio, value $1,551,140.

    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 22,041 shares
    Change vs previous 13F -903 shares

    0.99% of the 13F portfolio, value $1,484,258.

    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 22,944 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,482,657.

    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).