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Sequent Planning LLC: IEFA position timeline

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

Sequent Planning LLC held 78,396 IEFA 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 78,396 shares
    Change vs previous 13F +12,054 shares

    1.62% of the 13F portfolio, value $7,571,495.

    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 66,342 shares
    Change vs previous 13F +11,982 shares

    1.45% of the 13F portfolio, value $6,005,952.

    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 54,360 shares
    Change vs previous 13F +14,652 shares

    1.24% of the 13F portfolio, value $4,863,056.

    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 39,708 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,466,910.

    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).