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Disclosery

XY Planning Network, Inc.: KO position timeline

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

XY Planning Network, Inc. held 4,850 KO 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 4,850 shares
    Change vs previous 13F +1,718 shares

    0.05% of the 13F portfolio, value $394,167.

    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 3,132 shares
    Change vs previous 13F -401 shares

    0.04% of the 13F portfolio, value $238,290.

    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 3,533 shares
    Change vs previous 13F +3,533 shares

    0.04% of the 13F portfolio, value $246,992.

    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 -3,698 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 3,698 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $230,230.

    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).