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Disclosery

XY Planning Network, Inc.: SCHD position timeline

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

XY Planning Network, Inc. held 91,174 SCHD 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 91,174 shares
    Change vs previous 13F +5,907 shares

    0.36% of the 13F portfolio, value $2,891,115.

    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 85,267 shares
    Change vs previous 13F -3,991 shares

    0.42% of the 13F portfolio, value $2,601,487.

    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 89,258 shares
    Change vs previous 13F +39,695 shares

    0.43% of the 13F portfolio, value $2,448,341.

    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 49,563 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,313,411.

    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 49,563 shares
    Change vs previous 13F +8,247 shares

    0.45% of the 13F portfolio, value $1,313,411.

    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 41,316 shares
    Change vs previous 13F -15,156 shares

    0.77% of the 13F portfolio, value $1,155,195.

    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 56,472 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,542,805.

    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).