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Disclosery

Xena Financial Planning, LLC: ESGV position timeline

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

Xena Financial Planning, LLC held 10,119 ESGV 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 10,119 shares
    Change vs previous 13F +2 shares

    1.31% of the 13F portfolio, value $1,371,474.

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

  2. period ended2026-06-30
    13F 10,117 shares
    Change vs previous 13F +167 shares

    1.28% of the 13F portfolio, value $1,337,836.

    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 9,950 shares
    Change vs previous 13F -44 shares

    1.26% of the 13F portfolio, value $1,117,125.

    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 9,994 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,208,900.

    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).