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Disclosery

XY Planning Network, Inc.: DUSB position timeline

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

XY Planning Network, Inc. held 43,572 DUSB 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 43,572 shares
    Change vs previous 13F +14,549 shares

    0.28% of the 13F portfolio, value $2,212,586.

    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 29,023 shares
    Change vs previous 13F -3,638 shares

    0.24% of the 13F portfolio, value $1,471,466.

    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 32,661 shares
    Change vs previous 13F -2,164 shares

    0.29% of the 13F portfolio, value $1,654,280.

    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 34,825 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,767,369.

    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 34,825 shares
    Change vs previous 13F +21,475 shares

    0.6% of the 13F portfolio, value $1,767,369.

    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 13,350 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $677,246.

    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).