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Disclosery

Sequent Planning LLC: QCJA position timeline

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

Sequent Planning LLC held 39,818 QCJA 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 39,818 shares
    Change vs previous 13F -5,724 shares

    0.2% of the 13F portfolio, value $930,348.

    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 45,542 shares
    Change vs previous 13F +14,278 shares

    0.24% of the 13F portfolio, value $980,975.

    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 31,264 shares
    Change vs previous 13F -7,178 shares

    0.18% of the 13F portfolio, value $689,512.

    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 38,442 shares
    Change vs previous 13F +16,328 shares

    0.23% of the 13F portfolio, value $824,004.

    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 22,114 shares
    Change vs previous 13F +9,601 shares

    0.14% of the 13F portfolio, value $456,419.

    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 12,513 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,027.

    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).