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Disclosery

XY Planning Network, Inc.: IUSV position timeline

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

XY Planning Network, Inc. held 22,487 IUSV 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 22,487 shares
    Change vs previous 13F +499 shares

    0.31% of the 13F portfolio, value $2,476,943.

    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 21,988 shares
    Change vs previous 13F +446 shares

    0.36% of the 13F portfolio, value $2,251,351.

    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 21,542 shares
    Change vs previous 13F -967 shares

    0.38% of the 13F portfolio, value $2,208,917.

    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 22,509 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $2,130,027.

    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 22,509 shares
    Change vs previous 13F -254 shares

    0.73% of the 13F portfolio, value $2,130,027.

    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 22,763 shares
    Change vs previous 13F +34 shares

    1.4% of the 13F portfolio, value $2,100,797.

    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 22,729 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,104,478.

    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).