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Sequent Planning LLC: DJUN position timeline

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

Sequent Planning LLC held 89,956 DJUN 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 89,956 shares
    Change vs previous 13F +82,280 shares

    0.95% of the 13F portfolio, value $4,433,032.

    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 7,676 shares
    Change vs previous 13F -691 shares

    0.09% of the 13F portfolio, value $361,069.

    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 8,367 shares
    Change vs previous 13F -56 shares

    0.1% of the 13F portfolio, value $396,107.

    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 8,423 shares
    Change vs previous 13F +583 shares

    0.11% of the 13F portfolio, value $391,678.

    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 7,840 shares
    Change vs previous 13F +42 shares

    0.11% of the 13F portfolio, value $352,970.

    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 7,798 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $327,389.

    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 7,828 shares
    Change vs previous 13F -94,624 shares

    0.12% of the 13F portfolio, value $338,797.

    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 102,452 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $4,360,050.

    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).