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Disclosery

Xena Financial Planning, LLC: META position timeline

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

Xena Financial Planning, LLC held 368 META 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 368 shares
    Change vs previous 13F -144 shares

    0.2% of the 13F portfolio, value $207,291.

    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 512 shares
    Change vs previous 13F +131 shares

    0.33% of the 13F portfolio, value $292,931.

    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 381 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $251,494.

    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).