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Disclosery

Sequent Planning LLC: LVHD position timeline

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

Sequent Planning LLC held 176,109 LVHD 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 176,109 shares
    Change vs previous 13F +6,079 shares

    1.66% of the 13F portfolio, value $7,749,245.

    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 170,030 shares
    Change vs previous 13F +7,308 shares

    1.75% of the 13F portfolio, value $7,236,488.

    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 162,722 shares
    Change vs previous 13F +8,599 shares

    1.65% of the 13F portfolio, value $6,489,633.

    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 154,123 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $6,371,445.

    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).