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Disclosery

Sequent Planning LLC: JEPI position timeline

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

Sequent Planning LLC held 47,868 JEPI 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 47,868 shares
    Change vs previous 13F +42,873 shares

    0.58% of the 13F portfolio, value $2,703,585.

    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 4,995 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $283,117.

    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).