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Disclosery

Xena Financial Planning, LLC: FRDM position timeline

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

Xena Financial Planning, LLC held 44,433 FRDM 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 44,433 shares
    Change vs previous 13F +685 shares

    2.97% of the 13F portfolio, value $3,108,509.

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

  2. period ended2026-06-30
    13F 43,748 shares
    Change vs previous 13F -966 shares

    3.06% of the 13F portfolio, value $3,189,201.

    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 44,714 shares
    Change vs previous 13F +1,325 shares

    2.76% of the 13F portfolio, value $2,443,598.

    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 43,389 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $2,224,534.

    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).