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Disclosery

XY Planning Network, Inc.: JEPI position timeline

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

XY Planning Network, Inc. held 17,343 JEPI 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 17,343 shares
    Change vs previous 13F +1,252 shares

    0.12% of the 13F portfolio, value $979,514.

    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 16,091 shares
    Change vs previous 13F +2,973 shares

    0.14% of the 13F portfolio, value $907,720.

    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 13,118 shares
    Change vs previous 13F +13,118 shares

    0.13% of the 13F portfolio, value $750,874.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,018 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 6,018 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $346,210.

    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).