Skip to content
Disclosery

Sequent Planning LLC: GLD position timeline

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

Sequent Planning LLC held 19,276 GLD 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 19,276 shares
    Change vs previous 13F +214 shares

    1.52% of the 13F portfolio, value $7,100,827.

    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 19,062 shares
    Change vs previous 13F -2,029 shares

    1.98% of the 13F portfolio, value $8,202,111.

    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 21,091 shares
    Change vs previous 13F +984 shares

    2.13% of the 13F portfolio, value $8,358,503.

    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 20,107 shares
    Change vs previous 13F -11,350 shares

    2.03% of the 13F portfolio, value $7,147,407.

    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 31,457 shares
    Change vs previous 13F +3,824 shares

    3.04% of the 13F portfolio, value $9,589,241.

    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 27,633 shares
    Change vs previous 13F +2,927 shares

    2.87% of the 13F portfolio, value $7,962,078.

    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 24,706 shares
    Change vs previous 13F -80,651 shares

    2.2% of the 13F portfolio, value $5,981,984.

    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 105,357 shares
    Change vs previous 13F not available

    8.82% of the 13F portfolio, value $25,607,992.

    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).