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Disclosery

Sequent Planning LLC: DOCT position timeline

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

Sequent Planning LLC held 26,314 DOCT 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 26,314 shares
    Change vs previous 13F -90,658 shares

    0.26% of the 13F portfolio, value $1,228,338.

    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 116,972 shares
    Change vs previous 13F -5,239 shares

    1.23% of the 13F portfolio, value $5,079,872.

    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 122,211 shares
    Change vs previous 13F +262 shares

    1.38% of the 13F portfolio, value $5,412,725.

    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 121,949 shares
    Change vs previous 13F -2,616 shares

    1.5% of the 13F portfolio, value $5,268,575.

    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 124,565 shares
    Change vs previous 13F -1,455 shares

    1.62% of the 13F portfolio, value $5,115,660.

    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 126,020 shares
    Change vs previous 13F +3,155 shares

    1.74% of the 13F portfolio, value $4,832,867.

    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 122,865 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,837,195.

    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).