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Disclosery

Sequent Planning LLC: SMA position timeline

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

Sequent Planning LLC held 60,657 SMA 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 60,657 shares
    Change vs previous 13F -3,914 shares

    0.42% of the 13F portfolio, value $1,971,353.

    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 64,571 shares
    Change vs previous 13F -478 shares

    0.47% of the 13F portfolio, value $1,955,210.

    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 65,049 shares
    Change vs previous 13F +40,308 shares

    0.51% of the 13F portfolio, value $2,012,616.

    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 24,741 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $889,192.

    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).