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Disclosery

Xena Financial Planning, LLC: MUB position timeline

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

Xena Financial Planning, LLC held 27,518 MUB 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 27,518 shares
    Change vs previous 13F +13,778 shares

    2.65% of the 13F portfolio, value $2,782,088.

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

  2. period ended2026-06-30
    13F 13,740 shares
    Change vs previous 13F +1,258 shares

    1.42% of the 13F portfolio, value $1,478,733.

    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 12,482 shares
    Change vs previous 13F +564 shares

    1.5% of the 13F portfolio, value $1,324,964.

    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 11,918 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,276,537.

    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).