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Disclosery

XY Planning Network, Inc.: PTLC position timeline

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

XY Planning Network, Inc. held 11,574 PTLC 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 11,574 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $674,301.

    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 11,574 shares
    Change vs previous 13F -19,335 shares

    0.1% of the 13F portfolio, value $609,140.

    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 30,909 shares
    Change vs previous 13F +16,032 shares

    0.3% of the 13F portfolio, value $1,717,922.

    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 14,877 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $755,157.

    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 14,877 shares
    Change vs previous 13F +6,543 shares

    0.26% of the 13F portfolio, value $755,157.

    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 8,334 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $428,784.

    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 8,329 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $445,102.

    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).