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Disclosery

Sequent Planning LLC: GYLD position timeline

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

Sequent Planning LLC held 19,131 GYLD 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 19,131 shares
    Change vs previous 13F +2,863 shares

    0.06% of the 13F portfolio, value $272,615.

    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 16,268 shares
    Change vs previous 13F +1,313 shares

    0.05% of the 13F portfolio, value $223,690.

    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 14,955 shares
    Change vs previous 13F -1,634 shares

    0.05% of the 13F portfolio, value $201,740.

    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 16,589 shares
    Change vs previous 13F -905 shares

    0.06% of the 13F portfolio, value $221,460.

    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 17,494 shares
    Change vs previous 13F +5,304 shares

    0.07% of the 13F portfolio, value $229,707.

    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 12,190 shares
    Change vs previous 13F +878 shares

    0.06% of the 13F portfolio, value $157,486.

    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 11,312 shares
    Change vs previous 13F -2,475 shares

    0.05% of the 13F portfolio, value $138,912.

    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 13,787 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $186,085.

    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).