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Disclosery

XY Planning Network, Inc.: NVDA position timeline

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

XY Planning Network, Inc. held 30,640 NVDA 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 30,640 shares
    Change vs previous 13F -5,331 shares

    0.77% of the 13F portfolio, value $6,130,717.

    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 35,971 shares
    Change vs previous 13F +236 shares

    1.01% of the 13F portfolio, value $6,321,945.

    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 35,735 shares
    Change vs previous 13F +20,230 shares

    1.16% of the 13F portfolio, value $6,664,571.

    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 15,505 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $2,449,626.

    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 15,505 shares
    Change vs previous 13F +3,100 shares

    0.83% of the 13F portfolio, value $2,449,626.

    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 12,405 shares
    Change vs previous 13F -98 shares

    0.9% of the 13F portfolio, value $1,344,462.

    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 12,503 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,679,042.

    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).