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Disclosery

Sequent Planning LLC: RDVI position timeline

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

Sequent Planning LLC held 80,741 RDVI 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 80,741 shares
    Change vs previous 13F -21,705 shares

    0.51% of the 13F portfolio, value $2,373,775.

    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 102,446 shares
    Change vs previous 13F +5,545 shares

    0.63% of the 13F portfolio, value $2,617,499.

    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 96,901 shares
    Change vs previous 13F +36,633 shares

    0.65% of the 13F portfolio, value $2,542,692.

    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 60,268 shares
    Change vs previous 13F +2,982 shares

    0.44% of the 13F portfolio, value $1,557,935.

    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 57,286 shares
    Change vs previous 13F +3,182 shares

    0.45% of the 13F portfolio, value $1,415,540.

    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 54,104 shares
    Change vs previous 13F -149 shares

    0.46% of the 13F portfolio, value $1,283,353.

    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 54,253 shares
    Change vs previous 13F -1,096 shares

    0.48% of the 13F portfolio, value $1,315,088.

    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 55,349 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,363,799.

    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).