XY Planning Network, Inc.
Q1 2026 13F-HR Holdings
Location
Bozeman, MT
Holdings as of
3/31/2026
Value ($000)
$626,029,112
Num holdings
273
Date filed
4/14/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type