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Disclosery

XY Planning Network, Inc.: IVV position timeline

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

XY Planning Network, Inc. held 14,106 IVV 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 14,106 shares
    Change vs previous 13F +2,085 shares

    1.33% of the 13F portfolio, value $10,563,471.

    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 12,021 shares
    Change vs previous 13F +2,000 shares

    1.26% of the 13F portfolio, value $7,910,612.

    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 10,021 shares
    Change vs previous 13F -3,037 shares

    1.2% of the 13F portfolio, value $6,864,118.

    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 13,058 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $8,107,985.

    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 13,058 shares
    Change vs previous 13F +9,454 shares

    2.76% of the 13F portfolio, value $8,107,985.

    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 3,604 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,025,088.

    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).