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Disclosery

Sequent Planning LLC: GOCT position timeline

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

Sequent Planning LLC held 162,649 GOCT 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 162,649 shares
    Change vs previous 13F -64,068 shares

    1.44% of the 13F portfolio, value $6,757,188.

    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 226,717 shares
    Change vs previous 13F -5,509 shares

    2.12% of the 13F portfolio, value $8,757,375.

    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 232,226 shares
    Change vs previous 13F -39,917 shares

    2.32% of the 13F portfolio, value $9,124,160.

    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 272,143 shares
    Change vs previous 13F -2,611 shares

    2.96% of the 13F portfolio, value $10,427,132.

    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 274,754 shares
    Change vs previous 13F +3,669 shares

    3.18% of the 13F portfolio, value $10,044,236.

    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 271,085 shares
    Change vs previous 13F +5,756 shares

    3.35% of the 13F portfolio, value $9,306,348.

    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 265,329 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $9,283,862.

    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).