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Sequent Planning LLC: RDVY position timeline

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

Sequent Planning LLC held 29,395 RDVY 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 29,395 shares
    Change vs previous 13F -5,857 shares

    0.51% of the 13F portfolio, value $2,382,764.

    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 35,252 shares
    Change vs previous 13F +1,566 shares

    0.58% of the 13F portfolio, value $2,406,972.

    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 33,686 shares
    Change vs previous 13F +14,755 shares

    0.6% of the 13F portfolio, value $2,340,143.

    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 18,931 shares
    Change vs previous 13F +802 shares

    0.36% of the 13F portfolio, value $1,273,311.

    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 18,129 shares
    Change vs previous 13F -121 shares

    0.36% of the 13F portfolio, value $1,137,462.

    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 18,250 shares
    Change vs previous 13F -381 shares

    0.38% of the 13F portfolio, value $1,068,383.

    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 18,631 shares
    Change vs previous 13F -1,027 shares

    0.4% of the 13F portfolio, value $1,101,825.

    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 19,658 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,163,950.

    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).