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Disclosery

XY Planning Network, Inc.: VCIT position timeline

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

XY Planning Network, Inc. held 220,232 VCIT 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 220,232 shares
    Change vs previous 13F +10,555 shares

    2.28% of the 13F portfolio, value $18,202,231.

    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 209,677 shares
    Change vs previous 13F +22,987 shares

    2.76% of the 13F portfolio, value $17,302,558.

    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 186,690 shares
    Change vs previous 13F +67,338 shares

    2.72% of the 13F portfolio, value $15,635,231.

    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 119,352 shares
    Change vs previous 13F 0 shares

    3.37% of the 13F portfolio, value $9,896,662.

    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 119,352 shares
    Change vs previous 13F +23,399 shares

    3.37% of the 13F portfolio, value $9,896,662.

    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 95,953 shares
    Change vs previous 13F +557 shares

    5.23% of the 13F portfolio, value $7,845,134.

    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 95,396 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $7,657,467.

    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).