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Disclosery

XY Planning Network, Inc.: IJR position timeline

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

XY Planning Network, Inc. held 12,313 IJR 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 12,313 shares
    Change vs previous 13F +161 shares

    0.23% of the 13F portfolio, value $1,826,266.

    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 12,152 shares
    Change vs previous 13F +3,154 shares

    0.24% of the 13F portfolio, value $1,517,931.

    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 8,998 shares
    Change vs previous 13F -2,314 shares

    0.19% of the 13F portfolio, value $1,081,440.

    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 11,312 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,236,348.

    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 11,312 shares
    Change vs previous 13F +2,246 shares

    0.42% of the 13F portfolio, value $1,236,348.

    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 9,066 shares
    Change vs previous 13F -10,108 shares

    0.63% of the 13F portfolio, value $948,046.

    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 19,174 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,209,167.

    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).