Skip to content
Disclosery

Xena Financial Planning, LLC: MSFT position timeline

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

Xena Financial Planning, LLC held 1,378 MSFT 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 1,378 shares
    Change vs previous 13F -63 shares

    0.67% of the 13F portfolio, value $707,006.

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

  2. period ended2026-06-30
    13F 1,441 shares
    Change vs previous 13F -165 shares

    0.52% of the 13F portfolio, value $537,574.

    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 1,606 shares
    Change vs previous 13F -316 shares

    0.67% of the 13F portfolio, value $594,538.

    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 1,922 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $929,735.

    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).