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Sequent Planning LLC: FLGV position timeline

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

Sequent Planning LLC held 343,014 FLGV 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 343,014 shares
    Change vs previous 13F +21,126 shares

    1.49% of the 13F portfolio, value $6,956,328.

    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 321,888 shares
    Change vs previous 13F +29,990 shares

    1.59% of the 13F portfolio, value $6,576,170.

    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 291,898 shares
    Change vs previous 13F +28,704 shares

    1.52% of the 13F portfolio, value $5,989,754.

    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 263,194 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $5,432,324.

    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).