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Disclosery

Sequent Planning LLC: SCHA position timeline

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

Sequent Planning LLC held 89,561 SCHA 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 89,561 shares
    Change vs previous 13F +11,668 shares

    0.69% of the 13F portfolio, value $3,235,836.

    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 77,893 shares
    Change vs previous 13F +15,694 shares

    0.55% of the 13F portfolio, value $2,265,129.

    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 62,199 shares
    Change vs previous 13F +16,321 shares

    0.45% of the 13F portfolio, value $1,771,414.

    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 45,878 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,280,000.

    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).