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Disclosery

XY Planning Network, Inc.: SPY position timeline

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

XY Planning Network, Inc. held 14,805 SPY 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 14,805 shares
    Change vs previous 13F +152 shares

    1.39% of the 13F portfolio, value $11,055,637.

    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 14,653 shares
    Change vs previous 13F +43 shares

    1.53% of the 13F portfolio, value $9,601,375.

    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 14,610 shares
    Change vs previous 13F +2,532 shares

    1.74% of the 13F portfolio, value $9,962,698.

    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 12,078 shares
    Change vs previous 13F 0 shares

    2.54% of the 13F portfolio, value $7,462,644.

    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 12,078 shares
    Change vs previous 13F +11,619 shares

    2.54% of the 13F portfolio, value $7,462,644.

    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 459 shares
    Change vs previous 13F -172 shares

    0.17% of the 13F portfolio, value $256,760.

    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 631 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $369,816.

    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).