Skip to content
Disclosery

XY Planning Network, Inc.: IVAL position timeline

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

XY Planning Network, Inc. held 16,060 IVAL 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 16,060 shares
    Change vs previous 13F -2,109 shares

    0.07% of the 13F portfolio, value $547,153.

    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 18,169 shares
    Change vs previous 13F -587 shares

    0.1% of the 13F portfolio, value $627,537.

    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 18,756 shares
    Change vs previous 13F +1,954 shares

    0.1% of the 13F portfolio, value $590,011.

    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 16,802 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $468,440.

    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 16,802 shares
    Change vs previous 13F +6,382 shares

    0.16% of the 13F portfolio, value $468,440.

    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 10,420 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $266,127.

    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).