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Xena Financial Planning, LLC
ETF
Concentrated long-term
CIK: 0002101744 | PORTLAND, OR
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
38
$104.8M
2026-10-13
SEC ↗
Q2 2026
13F-HR
38
$104.2M
2026-07-22
SEC ↗
Q1 2026
13F-HR
33
$88.6M
2026-04-14
SEC ↗
Q4 2025
13F-HR
35
$85.2M
2026-01-15
SEC ↗