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Disclosery

Sequent Planning LLC: BGLD position timeline

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

Sequent Planning LLC held 291,198 BGLD 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 291,198 shares
    Change vs previous 13F +144,417 shares

    1.01% of the 13F portfolio, value $4,743,620.

    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 146,781 shares
    Change vs previous 13F -12,313 shares

    0.61% of the 13F portfolio, value $2,515,825.

    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 159,094 shares
    Change vs previous 13F +978 shares

    0.69% of the 13F portfolio, value $2,722,103.

    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 158,116 shares
    Change vs previous 13F -751,728 shares

    1.07% of the 13F portfolio, value $3,767,224.

    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 909,844 shares
    Change vs previous 13F -12,202 shares

    6.19% of the 13F portfolio, value $19,532,985.

    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 922,046 shares
    Change vs previous 13F +37,022 shares

    6.97% of the 13F portfolio, value $19,372,186.

    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 885,024 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $16,244,439.

    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).