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Disclosery

Sequent Planning LLC: AGG position timeline

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

Sequent Planning LLC held 313,224 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,224 shares
    Change vs previous 13F +21,278 shares

    6.62% of the 13F portfolio, value $31,002,942.

    13F-HR 0002085853-26-001012 filed by Sequent Planning 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 291,946 shares
    Change vs previous 13F +29,905 shares

    7.01% of the 13F portfolio, value $28,981,510.

    13F-HR 0002085853-26-000438 filed by Sequent Planning 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 262,041 shares
    Change vs previous 13F +34,462 shares

    6.66% of the 13F portfolio, value $26,172,645.

    13F-HR 0002085853-26-000205 filed by Sequent Planning 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 227,579 shares
    Change vs previous 13F +213,615 shares

    6.47% of the 13F portfolio, value $22,814,780.

    13F-HR 0002085853-25-000260 filed by Sequent Planning 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 13,964 shares
    Change vs previous 13F +3,787 shares

    0.44% of the 13F portfolio, value $1,385,259.

    13F-HR 0002009724-25-000004 filed by Sequent Planning 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 10,177 shares
    Change vs previous 13F +458 shares

    0.36% of the 13F portfolio, value $1,006,755.

    13F-HR 0001214659-25-007428 filed by Sequent Planning 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 9,719 shares
    Change vs previous 13F +1,050 shares

    0.35% of the 13F portfolio, value $941,757.

    13F-HR 0001214659-25-002407 filed by Sequent Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,669 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $877,910.

    13F-HR 0001214659-24-019022 filed by Sequent Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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