Skip to content
Disclosery

Xena Financial Planning, LLC: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Xena Financial Planning, LLC on EAGG, newest first. How the timeline and the estimate are built.

Xena Financial Planning, LLC held 9,649 EAGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,649 shares
    Change vs previous 13F +85 shares

    0.42% of the 13F portfolio, value $436,607.

    13F-HR 0001754960-26-000858 filed by Xena Financial Planning, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,564 shares
    Change vs previous 13F -1,456 shares

    0.44% of the 13F portfolio, value $453,431.

    13F-HR 0001754960-26-000600 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,020 shares
    Change vs previous 13F -2,529 shares

    0.59% of the 13F portfolio, value $524,006.

    13F-HR 0001754960-26-000247 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,549 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $648,329.

    13F-HR 0001754960-26-000074 filed by Xena Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).