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Disclosery

Sequent Planning LLC: SHY position timeline

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

Sequent Planning LLC held 32,782 SHY 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 32,782 shares
    Change vs previous 13F +1,712 shares

    0.58% of the 13F portfolio, value $2,691,770.

    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 31,070 shares
    Change vs previous 13F +749 shares

    0.62% of the 13F portfolio, value $2,565,416.

    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 30,321 shares
    Change vs previous 13F +2,226 shares

    0.64% of the 13F portfolio, value $2,511,203.

    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 28,095 shares
    Change vs previous 13F -40,746 shares

    0.66% of the 13F portfolio, value $2,330,784.

    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 68,841 shares
    Change vs previous 13F +3,033 shares

    1.81% of the 13F portfolio, value $5,704,237.

    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 65,808 shares
    Change vs previous 13F +6,825 shares

    1.96% of the 13F portfolio, value $5,444,286.

    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 58,983 shares
    Change vs previous 13F -5,613 shares

    1.77% of the 13F portfolio, value $4,835,405.

    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 64,596 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,371,185.

    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).