XY Planning Network, Inc.ETFConcentrated trader

CIK: 0001873438 | BOZEMAN, MT

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	380	$929.3M	2026-10-14	SEC ↗
Q2 2026	13F-HR	340	$797.1M	2026-07-15	SEC ↗
Q1 2026	13F-HR	273	$626.0M	2026-04-14	SEC ↗
Q4 2025	13F-HR	248	$573.8M	2026-01-26	SEC ↗
Q3 2025	13F-HR	173	$293.7M	2025-11-13	SEC ↗
Q2 2025	13F-HR	173	$293.7M	2025-07-17	SEC ↗
Q1 2025	13F-HR	102	$149.9M	2025-04-22	SEC ↗
Q4 2024	13F-HR	92	$133.2M	2025-02-27	SEC ↗