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Disclosery

XY Planning Network, Inc.: SPMD position timeline

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

XY Planning Network, Inc. held 174,104 SPMD 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 174,104 shares
    Change vs previous 13F -5,170 shares

    1.48% of the 13F portfolio, value $11,762,482.

    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 179,274 shares
    Change vs previous 13F +11,997 shares

    1.71% of the 13F portfolio, value $10,700,897.

    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 167,277 shares
    Change vs previous 13F +84,684 shares

    1.69% of the 13F portfolio, value $9,686,978.

    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 82,593 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $4,491,397.

    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 82,593 shares
    Change vs previous 13F +40,740 shares

    1.53% of the 13F portfolio, value $4,491,397.

    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 41,853 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,142,051.

    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).