Xena Financial Planning, LLC

SEC CIK: 0002101744
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Xena Financial Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overview All 13F holders of META Full Q2 2026 holdings

Shares (Q2 2026): 368
Value: $207.3K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of META by Xena Financial Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	368	$207.3K	0.2%	−144−28.1%	Reduced	Holders
Q1 2026	512	$292.9K	0.3%	+131+34.4%	Added	Holders
Q4 2025	381	$251.5K	0.3%	–	No prior filing	Holders