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Disclosery

Sequent Planning LLC: FIXD position timeline

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

Sequent Planning LLC held 21,447 FIXD 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 21,447 shares
    Change vs previous 13F -82,504 shares

    0.2% of the 13F portfolio, value $935,302.

    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 103,951 shares
    Change vs previous 13F -2,309 shares

    1.1% of the 13F portfolio, value $4,531,239.

    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 106,260 shares
    Change vs previous 13F -2,211 shares

    1.2% of the 13F portfolio, value $4,709,439.

    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 108,471 shares
    Change vs previous 13F +1,948 shares

    1.37% of the 13F portfolio, value $4,818,287.

    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 106,523 shares
    Change vs previous 13F +1,114 shares

    1.48% of the 13F portfolio, value $4,675,309.

    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 105,409 shares
    Change vs previous 13F -519 shares

    1.66% of the 13F portfolio, value $4,621,117.

    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 105,928 shares
    Change vs previous 13F +1,160 shares

    1.67% of the 13F portfolio, value $4,551,705.

    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 104,768 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $4,739,721.

    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).