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Disclosery

Sequent Planning LLC: SPLV position timeline

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

Sequent Planning LLC held 10,088 SPLV 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 10,088 shares
    Change vs previous 13F +6,317 shares

    0.16% of the 13F portfolio, value $755,569.

    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 3,771 shares
    Change vs previous 13F -618 shares

    0.07% of the 13F portfolio, value $275,813.

    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 4,389 shares
    Change vs previous 13F -3,206 shares

    0.08% of the 13F portfolio, value $313,469.

    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 7,595 shares
    Change vs previous 13F +704 shares

    0.16% of the 13F portfolio, value $558,055.

    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 6,891 shares
    Change vs previous 13F +369 shares

    0.16% of the 13F portfolio, value $501,860.

    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 6,522 shares
    Change vs previous 13F -1,372 shares

    0.18% of the 13F portfolio, value $487,356.

    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 7,894 shares
    Change vs previous 13F -4,062 shares

    0.2% of the 13F portfolio, value $552,569.

    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 11,956 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $857,633.

    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).