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Disclosery

Xena Financial Planning, LLC: EUSB position timeline

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

Xena Financial Planning, LLC held 72,015 EUSB 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 72,015 shares
    Change vs previous 13F -4,654 shares

    2.86% of the 13F portfolio, value $2,993,662.

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

  2. period ended2026-06-30
    13F 76,669 shares
    Change vs previous 13F +30,979 shares

    3.2% of the 13F portfolio, value $3,331,272.

    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 45,690 shares
    Change vs previous 13F +21,230 shares

    2.24% of the 13F portfolio, value $1,987,508.

    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 24,460 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,074,018.

    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).