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Xena Financial Planning, LLC: VXF position timeline

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

Xena Financial Planning, LLC held 16,416 VXF 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 16,416 shares
    Change vs previous 13F +421 shares

    3.63% of the 13F portfolio, value $3,802,377.

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

  2. period ended2026-06-30
    13F 15,995 shares
    Change vs previous 13F +481 shares

    3.78% of the 13F portfolio, value $3,938,176.

    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 15,514 shares
    Change vs previous 13F +55 shares

    3.61% of the 13F portfolio, value $3,196,592.

    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 15,459 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $3,232,888.

    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).