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Disclosery

XY Planning Network, Inc.: MUNI position timeline

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

XY Planning Network, Inc. held 234,381 MUNI 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 234,381 shares
    Change vs previous 13F +17,396 shares

    1.55% of the 13F portfolio, value $12,328,431.

    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 216,985 shares
    Change vs previous 13F +29,733 shares

    1.81% of the 13F portfolio, value $11,311,418.

    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 187,252 shares
    Change vs previous 13F +43,748 shares

    1.71% of the 13F portfolio, value $9,813,870.

    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 143,504 shares
    Change vs previous 13F 0 shares

    2.51% of the 13F portfolio, value $7,370,388.

    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 143,504 shares
    Change vs previous 13F +554 shares

    2.51% of the 13F portfolio, value $7,370,388.

    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 142,950 shares
    Change vs previous 13F -8,221 shares

    4.92% of the 13F portfolio, value $7,369,073.

    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).

  7. period ended2024-12-31
    13F 151,171 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $7,820,057.

    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).