A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Xena Financial Planning, LLC.

Business address: 650 Ne Holladay St, Suite 1600, Portland, OR, 97232
Top securities (13F): VOO, AAPL, SPDW, VTEB, ESGD, IUSB, SUSL, IAGG, VXF, SPEM, VTI, FRDM, NUSC, ESGU, MUB, ESGV, EUSB, MSFT, EAGG, and ESGE
State of incorporation: OR
Fiscal year end: 31 December

Xena Financial Planning, LLC has filed 1 SEC EDGAR filings since 15 Jan 2026

Recent SEC filings for Xena Financial Planning, LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		15 Jan 2026	31 Dec 2025	028-25921

Xena Financial Planning, LLC files with the SEC under CIK 0002101744. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.