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Sequent Planning LLC: FSIG position timeline

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

Sequent Planning LLC held 13,049 FSIG 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 13,049 shares
    Change vs previous 13F -38,236 shares

    0.05% of the 13F portfolio, value $246,034.

    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 51,285 shares
    Change vs previous 13F +1,808 shares

    0.23% of the 13F portfolio, value $971,334.

    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 49,477 shares
    Change vs previous 13F -604 shares

    0.24% of the 13F portfolio, value $949,470.

    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 50,081 shares
    Change vs previous 13F +2,470 shares

    0.27% of the 13F portfolio, value $962,063.

    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 47,611 shares
    Change vs previous 13F +941 shares

    0.29% of the 13F portfolio, value $910,335.

    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 46,670 shares
    Change vs previous 13F +327 shares

    0.32% of the 13F portfolio, value $883,930.

    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 46,343 shares
    Change vs previous 13F +898 shares

    0.32% of the 13F portfolio, value $874,498.

    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 45,445 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $872,547.

    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).