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Disclosery

Xena Financial Planning, LLC: SPDW position timeline

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

Xena Financial Planning, LLC held 211,187 SPDW 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 211,187 shares
    Change vs previous 13F +705 shares

    10.12% of the 13F portfolio, value $10,603,698.

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

  2. period ended2026-06-30
    13F 210,482 shares
    Change vs previous 13F +2,931 shares

    10.18% of the 13F portfolio, value $10,606,173.

    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 207,551 shares
    Change vs previous 13F +274 shares

    10.7% of the 13F portfolio, value $9,484,812.

    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 207,277 shares
    Change vs previous 13F not available

    10.81% of the 13F portfolio, value $9,205,163.

    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).