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Disclosery

Sequent Planning LLC: FALN position timeline

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

Sequent Planning LLC held 12,480 FALN 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 12,480 shares
    Change vs previous 13F +155 shares

    0.07% of the 13F portfolio, value $339,964.

    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 12,325 shares
    Change vs previous 13F +566 shares

    0.08% of the 13F portfolio, value $329,334.

    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 11,759 shares
    Change vs previous 13F +1,145 shares

    0.08% of the 13F portfolio, value $321,031.

    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 10,614 shares
    Change vs previous 13F +939 shares

    0.08% of the 13F portfolio, value $294,870.

    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 9,675 shares
    Change vs previous 13F -1,435 shares

    0.08% of the 13F portfolio, value $262,598.

    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 11,110 shares
    Change vs previous 13F -123 shares

    0.11% of the 13F portfolio, value $297,637.

    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 11,233 shares
    Change vs previous 13F +536 shares

    0.11% of the 13F portfolio, value $300,023.

    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 10,697 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $292,456.

    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).