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XY Planning Network, Inc.: VEA position timeline

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

XY Planning Network, Inc. held 363,090 VEA 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 363,090 shares
    Change vs previous 13F +87,347 shares

    3.25% of the 13F portfolio, value $25,870,167.

    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 275,743 shares
    Change vs previous 13F +23,888 shares

    2.87% of the 13F portfolio, value $17,961,920.

    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 251,855 shares
    Change vs previous 13F +118,650 shares

    2.74% of the 13F portfolio, value $15,733,404.

    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 133,205 shares
    Change vs previous 13F 0 shares

    2.59% of the 13F portfolio, value $7,594,002.

    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 133,205 shares
    Change vs previous 13F +41,444 shares

    2.59% of the 13F portfolio, value $7,594,002.

    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 91,761 shares
    Change vs previous 13F +48,243 shares

    3.11% of the 13F portfolio, value $4,664,215.

    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 43,518 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,081,018.

    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).