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Disclosery

XY Planning Network, Inc.: VTIP position timeline

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

XY Planning Network, Inc. held 188,498 VTIP 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 188,498 shares
    Change vs previous 13F +30,784 shares

    1.19% of the 13F portfolio, value $9,468,260.

    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 157,714 shares
    Change vs previous 13F +14,614 shares

    1.26% of the 13F portfolio, value $7,865,185.

    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 143,100 shares
    Change vs previous 13F +60,124 shares

    1.23% of the 13F portfolio, value $7,077,684.

    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 82,976 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $4,171,229.

    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 82,976 shares
    Change vs previous 13F +34,620 shares

    1.42% of the 13F portfolio, value $4,171,229.

    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 48,356 shares
    Change vs previous 13F +11,476 shares

    1.61% of the 13F portfolio, value $2,412,977.

    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 36,880 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,785,723.

    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).