XY Planning Network, Inc.

Q3 2025 13F Holdings

Location
Bozeman, MT
Holdings as of
9/30/2025
Value ($000)
$293,720
Num holdings
173
Date filed
11/13/2025
Form type
13F-HR
Prev filing
7/16/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type