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Disclosery

XY Planning Network, Inc.: IVW position timeline

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

XY Planning Network, Inc. held 35,035 IVW 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 35,035 shares
    Change vs previous 13F +4,663 shares

    0.6% of the 13F portfolio, value $4,818,307.

    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 30,372 shares
    Change vs previous 13F +6,230 shares

    0.56% of the 13F portfolio, value $3,480,884.

    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 24,142 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,975,692.

    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).