Skip to content
Disclosery

XY Planning Network, Inc.: VBR position timeline

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

XY Planning Network, Inc. held 11,169 VBR 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 11,169 shares
    Change vs previous 13F +8,733 shares

    0.34% of the 13F portfolio, value $2,713,860.

    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 2,436 shares
    Change vs previous 13F -559 shares

    0.08% of the 13F portfolio, value $531,394.

    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 2,995 shares
    Change vs previous 13F +340 shares

    0.11% of the 13F portfolio, value $634,310.

    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 2,655 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $517,714.

    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 2,655 shares
    Change vs previous 13F +1,470 shares

    0.18% of the 13F portfolio, value $517,714.

    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 1,185 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $220,754.

    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 1,185 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $234,843.

    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).