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Disclosery

XY Planning Network, Inc.: ISTB position timeline

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

XY Planning Network, Inc. held 42,588 ISTB 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 42,588 shares
    Change vs previous 13F +10,424 shares

    0.26% of the 13F portfolio, value $2,054,867.

    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 32,164 shares
    Change vs previous 13F +6,204 shares

    0.25% of the 13F portfolio, value $1,553,528.

    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 25,960 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,265,547.

    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).