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Sequent Planning LLC: DSL position timeline

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

Sequent Planning LLC held 42,904 DSL 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 42,904 shares
    Change vs previous 13F +5,364 shares

    0.1% of the 13F portfolio, value $474,513.

    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 37,540 shares
    Change vs previous 13F -139 shares

    0.1% of the 13F portfolio, value $406,554.

    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 37,679 shares
    Change vs previous 13F -2,132 shares

    0.11% of the 13F portfolio, value $424,643.

    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 39,811 shares
    Change vs previous 13F -9,345 shares

    0.14% of the 13F portfolio, value $488,875.

    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 49,156 shares
    Change vs previous 13F +11,578 shares

    0.19% of the 13F portfolio, value $601,677.

    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 37,578 shares
    Change vs previous 13F -1,883 shares

    0.17% of the 13F portfolio, value $473,862.

    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 39,461 shares
    Change vs previous 13F -8,434 shares

    0.18% of the 13F portfolio, value $496,027.

    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 47,895 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $621,673.

    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).