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Sequent Asset Management, LLC: IWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequent Asset Management, LLC on IWS, newest first. How the timeline and the estimate are built.

Sequent Asset Management, LLC held 15,536 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,536 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,557,226.

    13F-HR 0001509550-26-000005 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,536 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,264,217.

    13F-HR 0001509550-26-000004 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,536 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $2,191,000.

    13F-HR 0001509550-26-000002 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,536 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $2,169,913.

    13F-HR 0001509550-25-000009 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,536 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $2,052,927.

    13F-HR 0001509550-25-000008 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,536 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,957,070.

    13F-HR 0001509550-25-000006 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,536 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,009,426.

    13F-HR 0001509550-25-000004 filed by Sequent Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).