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Disclosery

Sequent Planning LLC: FLCB position timeline

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

Sequent Planning LLC held 1,009,658 FLCB 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 1,009,658 shares
    Change vs previous 13F +74,385 shares

    4.62% of the 13F portfolio, value $21,606,688.

    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 935,273 shares
    Change vs previous 13F +84,735 shares

    4.86% of the 13F portfolio, value $20,099,007.

    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 850,538 shares
    Change vs previous 13F +78,244 shares

    4.68% of the 13F portfolio, value $18,392,877.

    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 772,294 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $16,774,226.

    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).