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Disclosery

XY Planning Network, Inc.: VTV position timeline

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

XY Planning Network, Inc. held 52,971 VTV 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 52,971 shares
    Change vs previous 13F +35,646 shares

    1.45% of the 13F portfolio, value $11,543,884.

    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 17,325 shares
    Change vs previous 13F +3,342 shares

    0.54% of the 13F portfolio, value $3,407,219.

    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 13,983 shares
    Change vs previous 13F +8,135 shares

    0.47% of the 13F portfolio, value $2,670,533.

    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 5,848 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,033,576.

    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 5,848 shares
    Change vs previous 13F +768 shares

    0.35% of the 13F portfolio, value $1,033,576.

    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 5,080 shares
    Change vs previous 13F -826 shares

    0.59% of the 13F portfolio, value $877,519.

    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 5,906 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $999,886.

    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).