Xy Planning Network, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationbozeman, MT
- CIK0001873438
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
173 | $293.72 M | VTI, DFAC, VCIT, DFCF | 13F-HR | Nov 13, 2025 | 000175496025000789 | ||
173 | $293.72 M | VTI, DFAC, VCIT, DFCF | 13F-HR | Jul 17, 2025 | 000175496025000409 | ||
102 | $149.92 M | DFAC, DFCF, VCIT, MUNI | 13F-HR | Apr 22, 2025 | 000175496025000233 | ||
92 | $133.16 M | DFAC, DFCF, MUNI, VCIT | 13F-HR | Feb 26, 2025 | 000175496025000155 |