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Disclosery

XY Planning Network, Inc.: QUAL position timeline

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

XY Planning Network, Inc. held 2,173 QUAL 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 2,173 shares
    Change vs previous 13F -9,527 shares

    0.06% of the 13F portfolio, value $476,821.

    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 11,700 shares
    Change vs previous 13F +904 shares

    0.36% of the 13F portfolio, value $2,255,419.

    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 10,796 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,144,302.

    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).