Xena Financial Planning, LLC

CIK 0002101744 • 3 13F filings • Jan 15, 2026 – Jul 22, 2026

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=jivedata("xena-financial-planning-llc-0002101744-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001754960-26-000858	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001754960-26-000074	$85.2M	View
Jul 22, 2026	Q2 2026