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Disclosery

Xena Financial Planning, LLC: VT position timeline

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

Xena Financial Planning, LLC held 2,585 VT 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 2,585 shares
    Change vs previous 13F -514 shares

    0.39% of the 13F portfolio, value $405,716.

    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 3,099 shares
    Change vs previous 13F +625 shares

    0.48% of the 13F portfolio, value $428,654.

    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 2,474 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $348,982.

    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).