Skip to content
Disclosery

Sequent Planning LLC: QQQ position timeline

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

Sequent Planning LLC held 4,872 QQQ 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 4,872 shares
    Change vs previous 13F +25 shares

    0.77% of the 13F portfolio, value $3,587,616.

    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 4,847 shares
    Change vs previous 13F +69 shares

    0.68% of the 13F portfolio, value $2,797,782.

    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 4,778 shares
    Change vs previous 13F +153 shares

    0.75% of the 13F portfolio, value $2,935,242.

    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 4,625 shares
    Change vs previous 13F -908 shares

    0.79% of the 13F portfolio, value $2,776,957.

    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 5,533 shares
    Change vs previous 13F +113 shares

    0.97% of the 13F portfolio, value $3,052,310.

    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 5,420 shares
    Change vs previous 13F +46 shares

    0.91% of the 13F portfolio, value $2,541,408.

    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 5,374 shares
    Change vs previous 13F -495 shares

    1.01% of the 13F portfolio, value $2,747,200.

    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 5,869 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,864,535.

    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).