XY Planning Network, Inc.

Business address
24 E Main St, Bozeman, MT, 59715
Top securities (13F)
VTI, DFAC, VCIT, DFCF, IVV, VEA, SPY, MUNI, VOO, DFIC, VUG, DFGR, VWO, AVDV, DFUS, SPMD, AESR, DFSV, VTIP, and DFAX
State of incorporation
MT
Fiscal year end
31 December
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XY Planning Network, Inc. has filed 7 SEC EDGAR filings since 23 Jul 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-25418
N-PX Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-25418
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-25418
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-25418
13F-HR Open Document Open Filing 27 Feb 2025 31 Dec 2024 028-25418
D Open Document Open Filing 21 Jun 2024 021-516563
D Open Document Open Filing 23 Jul 2021 021-407426