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Disclosery

Sequent Planning LLC: SPTM position timeline

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

Sequent Planning LLC held 31,671 SPTM 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 31,671 shares
    Change vs previous 13F +17,839 shares

    0.61% of the 13F portfolio, value $2,875,411.

    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 13,832 shares
    Change vs previous 13F -144 shares

    0.26% of the 13F portfolio, value $1,093,520.

    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 13,976 shares
    Change vs previous 13F +292 shares

    0.29% of the 13F portfolio, value $1,153,006.

    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 13,684 shares
    Change vs previous 13F +972 shares

    0.31% of the 13F portfolio, value $1,103,628.

    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 12,712 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $952,054.

    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 12,705 shares
    Change vs previous 13F +908 shares

    0.31% of the 13F portfolio, value $864,051.

    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 11,797 shares
    Change vs previous 13F +672 shares

    0.31% of the 13F portfolio, value $842,654.

    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 11,125 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $779,434.

    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).