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Disclosery

Sequent Planning LLC: FIIG position timeline

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

Sequent Planning LLC held 36,596 FIIG 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 36,596 shares
    Change vs previous 13F -138,590 shares

    0.16% of the 13F portfolio, value $757,910.

    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 175,186 shares
    Change vs previous 13F +1,282 shares

    0.88% of the 13F portfolio, value $3,635,119.

    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 173,904 shares
    Change vs previous 13F -2,748 shares

    0.94% of the 13F portfolio, value $3,686,766.

    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 176,652 shares
    Change vs previous 13F +5,018 shares

    1.06% of the 13F portfolio, value $3,750,319.

    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 171,634 shares
    Change vs previous 13F +3,208 shares

    1.14% of the 13F portfolio, value $3,600,892.

    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 168,426 shares
    Change vs previous 13F +1,963 shares

    1.26% of the 13F portfolio, value $3,494,838.

    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 166,463 shares
    Change vs previous 13F +2,593 shares

    1.25% of the 13F portfolio, value $3,404,174.

    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 163,870 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,501,903.

    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).