Skip to content
Disclosery

Sequent Planning LLC: FVD position timeline

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

Sequent Planning LLC held 30,501 FVD 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 30,501 shares
    Change vs previous 13F -1,013 shares

    0.31% of the 13F portfolio, value $1,469,540.

    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 31,514 shares
    Change vs previous 13F +818 shares

    0.36% of the 13F portfolio, value $1,482,112.

    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 30,696 shares
    Change vs previous 13F +48 shares

    0.36% of the 13F portfolio, value $1,414,489.

    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 30,648 shares
    Change vs previous 13F +291 shares

    0.4% of the 13F portfolio, value $1,417,179.

    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 30,357 shares
    Change vs previous 13F -233 shares

    0.43% of the 13F portfolio, value $1,356,987.

    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 30,590 shares
    Change vs previous 13F +935 shares

    0.49% of the 13F portfolio, value $1,364,024.

    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 29,655 shares
    Change vs previous 13F -456 shares

    0.47% of the 13F portfolio, value $1,294,138.

    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 30,111 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,369,760.

    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).