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Sequent Planning LLC: PSK position timeline

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

Sequent Planning LLC held 13,848 PSK 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 13,848 shares
    Change vs previous 13F +1,610 shares

    0.09% of the 13F portfolio, value $422,781.

    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 12,238 shares
    Change vs previous 13F +225 shares

    0.09% of the 13F portfolio, value $377,422.

    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 12,013 shares
    Change vs previous 13F -1,940 shares

    0.1% of the 13F portfolio, value $380,678.

    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 13,953 shares
    Change vs previous 13F -3,686 shares

    0.13% of the 13F portfolio, value $461,422.

    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 17,639 shares
    Change vs previous 13F +4,581 shares

    0.18% of the 13F portfolio, value $560,215.

    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 13,058 shares
    Change vs previous 13F -671 shares

    0.15% of the 13F portfolio, value $422,963.

    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 13,729 shares
    Change vs previous 13F -3,015 shares

    0.17% of the 13F portfolio, value $452,907.

    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 16,744 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $597,091.

    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).