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Sequent Planning LLC: IJS position timeline

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

Sequent Planning LLC held 16,217 IJS 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 16,217 shares
    Change vs previous 13F +154 shares

    0.47% of the 13F portfolio, value $2,216,501.

    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 16,063 shares
    Change vs previous 13F -5 shares

    0.46% of the 13F portfolio, value $1,902,670.

    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 16,068 shares
    Change vs previous 13F +1,054 shares

    0.47% of the 13F portfolio, value $1,827,234.

    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 15,014 shares
    Change vs previous 13F -28,692 shares

    0.47% of the 13F portfolio, value $1,660,379.

    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 43,706 shares
    Change vs previous 13F +3,491 shares

    1.38% of the 13F portfolio, value $4,348,321.

    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 40,215 shares
    Change vs previous 13F +3,438 shares

    1.41% of the 13F portfolio, value $3,920,119.

    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 36,777 shares
    Change vs previous 13F -3,885 shares

    1.47% of the 13F portfolio, value $3,994,330.

    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 40,662 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,377,677.

    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).