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Disclosery

Xena Financial Planning, LLC: VTEB position timeline

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

Xena Financial Planning, LLC held 110,711 VTEB 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 110,711 shares
    Change vs previous 13F -28,215 shares

    5% of the 13F portfolio, value $5,243,296.

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

  2. period ended2026-06-30
    13F 138,926 shares
    Change vs previous 13F +2,476 shares

    6.74% of the 13F portfolio, value $7,026,889.

    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 136,450 shares
    Change vs previous 13F +916 shares

    7.68% of the 13F portfolio, value $6,807,508.

    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 135,534 shares
    Change vs previous 13F not available

    8% of the 13F portfolio, value $6,815,991.

    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).