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Disclosery

XY Planning Network, Inc.: IJH position timeline

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

XY Planning Network, Inc. held 24,175 IJH 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 24,175 shares
    Change vs previous 13F +1,081 shares

    0.23% of the 13F portfolio, value $1,864,131.

    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 23,094 shares
    Change vs previous 13F +5,864 shares

    0.25% of the 13F portfolio, value $1,572,733.

    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 17,230 shares
    Change vs previous 13F +1,689 shares

    0.2% of the 13F portfolio, value $1,137,150.

    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 15,541 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $963,838.

    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 15,541 shares
    Change vs previous 13F +2,054 shares

    0.33% of the 13F portfolio, value $963,838.

    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 13,487 shares
    Change vs previous 13F -38,641 shares

    0.52% of the 13F portfolio, value $786,957.

    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 52,128 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,248,130.

    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).