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Sequent Planning LLC: AGZ position timeline

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

Sequent Planning LLC held 2,932 AGZ 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 2,932 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $320,399.

    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 2,932 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $321,670.

    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 2,932 shares
    Change vs previous 13F -132 shares

    0.08% of the 13F portfolio, value $323,253.

    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 3,064 shares
    Change vs previous 13F +183 shares

    0.1% of the 13F portfolio, value $338,174.

    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 2,881 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $316,045.

    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).