Skip to content
Disclosery

Sequent Planning LLC: GTO position timeline

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

Sequent Planning LLC held 31,281 GTO 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 31,281 shares
    Change vs previous 13F +795 shares

    0.31% of the 13F portfolio, value $1,466,162.

    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 30,486 shares
    Change vs previous 13F +1,290 shares

    0.35% of the 13F portfolio, value $1,427,644.

    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 29,196 shares
    Change vs previous 13F +2,850 shares

    0.35% of the 13F portfolio, value $1,384,456.

    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 26,346 shares
    Change vs previous 13F +2,062 shares

    0.36% of the 13F portfolio, value $1,251,717.

    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 24,284 shares
    Change vs previous 13F +2,004 shares

    0.36% of the 13F portfolio, value $1,138,714.

    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 22,280 shares
    Change vs previous 13F -3,503 shares

    0.38% of the 13F portfolio, value $1,045,596.

    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 25,783 shares
    Change vs previous 13F +682 shares

    0.44% of the 13F portfolio, value $1,196,343.

    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 25,101 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,212,373.

    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).