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Disclosery

XY Planning Network, Inc.: XMHQ position timeline

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

XY Planning Network, Inc. held 91,449 XMHQ 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 91,449 shares
    Change vs previous 13F +20,010 shares

    1.3% of the 13F portfolio, value $10,322,795.

    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 71,439 shares
    Change vs previous 13F +12,951 shares

    1.19% of the 13F portfolio, value $7,458,906.

    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 58,488 shares
    Change vs previous 13F +47,201 shares

    1.04% of the 13F portfolio, value $5,990,341.

    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 11,287 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,108,835.

    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 11,287 shares
    Change vs previous 13F +4,592 shares

    0.38% of the 13F portfolio, value $1,108,835.

    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 6,695 shares
    Change vs previous 13F +463 shares

    0.41% of the 13F portfolio, value $612,793.

    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 6,232 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $613,665.

    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).