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Disclosery

XY Planning Network, Inc.: VWO position timeline

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

XY Planning Network, Inc. held 163,066 VWO 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 163,066 shares
    Change vs previous 13F -3,188 shares

    1.22% of the 13F portfolio, value $9,733,453.

    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 166,254 shares
    Change vs previous 13F +13,509 shares

    1.44% of the 13F portfolio, value $9,012,602.

    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 152,745 shares
    Change vs previous 13F +51,401 shares

    1.43% of the 13F portfolio, value $8,211,562.

    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 101,344 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $5,012,479.

    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 101,344 shares
    Change vs previous 13F +13,011 shares

    1.71% of the 13F portfolio, value $5,012,479.

    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 88,333 shares
    Change vs previous 13F +1,351 shares

    2.67% of the 13F portfolio, value $3,997,926.

    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 86,982 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $3,830,677.

    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).