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Sequent Planning LLC: PEP position timeline

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

Sequent Planning LLC held 21,598 PEP 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 21,598 shares
    Change vs previous 13F -386 shares

    0.62% of the 13F portfolio, value $2,924,313.

    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 21,984 shares
    Change vs previous 13F +234 shares

    0.83% of the 13F portfolio, value $3,413,899.

    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 21,750 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $3,121,547.

    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 21,750 shares
    Change vs previous 13F -13 shares

    0.87% of the 13F portfolio, value $3,054,557.

    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 21,763 shares
    Change vs previous 13F +22 shares

    0.91% of the 13F portfolio, value $2,873,636.

    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 21,741 shares
    Change vs previous 13F +54 shares

    1.17% of the 13F portfolio, value $3,259,784.

    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 21,687 shares
    Change vs previous 13F -245 shares

    1.21% of the 13F portfolio, value $3,297,776.

    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 21,932 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,729,505.

    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).