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Disclosery

XY Planning Network, Inc.: VOO position timeline

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

XY Planning Network, Inc. held 48,815 VOO 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 48,815 shares
    Change vs previous 13F +2,271 shares

    4.21% of the 13F portfolio, value $33,526,303.

    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 46,544 shares
    Change vs previous 13F +6,112 shares

    4.48% of the 13F portfolio, value $28,033,530.

    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 40,432 shares
    Change vs previous 13F +30,315 shares

    4.42% of the 13F portfolio, value $25,355,920.

    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 10,117 shares
    Change vs previous 13F 0 shares

    1.96% of the 13F portfolio, value $5,746,907.

    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 10,117 shares
    Change vs previous 13F +7,705 shares

    1.96% of the 13F portfolio, value $5,746,907.

    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 2,412 shares
    Change vs previous 13F +1,135 shares

    0.83% of the 13F portfolio, value $1,239,626.

    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 1,277 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $687,959.

    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).