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Sequent Planning LLC: LGOV position timeline

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

Sequent Planning LLC held 23,456 LGOV 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 23,456 shares
    Change vs previous 13F -99,924 shares

    0.11% of the 13F portfolio, value $501,962.

    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 123,380 shares
    Change vs previous 13F -1,091 shares

    0.64% of the 13F portfolio, value $2,661,304.

    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 124,471 shares
    Change vs previous 13F -3,293 shares

    0.69% of the 13F portfolio, value $2,717,193.

    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 127,764 shares
    Change vs previous 13F +3,314 shares

    0.79% of the 13F portfolio, value $2,778,858.

    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 124,450 shares
    Change vs previous 13F +2,413 shares

    0.84% of the 13F portfolio, value $2,665,729.

    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 122,037 shares
    Change vs previous 13F +933 shares

    0.94% of the 13F portfolio, value $2,623,803.

    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 121,104 shares
    Change vs previous 13F +2,163 shares

    0.93% of the 13F portfolio, value $2,523,809.

    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 118,941 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,664,281.

    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).