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Sequent Planning LLC: IEI position timeline

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

Sequent Planning LLC held 23,358 IEI 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 23,358 shares
    Change vs previous 13F +1,362 shares

    0.59% of the 13F portfolio, value $2,743,438.

    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 21,996 shares
    Change vs previous 13F +802 shares

    0.63% of the 13F portfolio, value $2,608,747.

    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 21,194 shares
    Change vs previous 13F +1,547 shares

    0.64% of the 13F portfolio, value $2,529,463.

    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 19,647 shares
    Change vs previous 13F -19,634 shares

    0.67% of the 13F portfolio, value $2,348,029.

    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 39,281 shares
    Change vs previous 13F +2,541 shares

    1.48% of the 13F portfolio, value $4,678,046.

    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 36,740 shares
    Change vs previous 13F +4,698 shares

    1.56% of the 13F portfolio, value $4,340,229.

    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 32,042 shares
    Change vs previous 13F -3,369 shares

    1.36% of the 13F portfolio, value $3,702,461.

    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 35,411 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,235,362.

    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).