Skip to content
Disclosery

XY Planning Network, Inc.: VCSH position timeline

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

XY Planning Network, Inc. held 71,619 VCSH 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 71,619 shares
    Change vs previous 13F +5,144 shares

    0.71% of the 13F portfolio, value $5,660,052.

    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 66,475 shares
    Change vs previous 13F +2,610 shares

    0.84% of the 13F portfolio, value $5,254,189.

    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 63,865 shares
    Change vs previous 13F +29,279 shares

    0.89% of the 13F portfolio, value $5,091,951.

    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 34,586 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $2,749,585.

    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 34,586 shares
    Change vs previous 13F +16,500 shares

    0.94% of the 13F portfolio, value $2,749,585.

    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 18,086 shares
    Change vs previous 13F -208 shares

    0.95% of the 13F portfolio, value $1,427,710.

    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 18,294 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,427,123.

    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).