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Disclosery

Xena Financial Planning, LLC: IUSB position timeline

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

Xena Financial Planning, LLC held 147,870 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,870 shares
    Change vs previous 13F +8,393 shares

    6.55% of the 13F portfolio, value $6,824,210.

    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).

  2. period ended2026-03-31
    13F 139,477 shares
    Change vs previous 13F +14,640 shares

    7.27% of the 13F portfolio, value $6,442,449.

    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).

  3. period ended2025-12-31
    13F 124,837 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $5,809,941.

    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).