XY Planning Network, Inc.

SEC CIK: 0001873438
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

CHRW holding history

C. H. Robinson Worldwide, Inc. in every 13F filed by XY Planning Network, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHRW overview All 13F holders of CHRW Full Q2 2026 holdings

Shares (Q2 2026): 1,155
Value: $217.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of CHRW by XY Planning Network, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,155	$217.5K	<0.1%	+1,155	New	Holders
Q2 2025	0	$0	0.0%	−3,400−100.0%	Sold out	Holders
Q1 2025	3,400	$348.2K	0.2%	+3+0.1%	Added	Holders
Q4 2024	3,397	$351.0K	0.3%	–	No prior filing	Holders