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Disclosery

Sequent Planning LLC: SPYM position timeline

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

Sequent Planning LLC held 17,482 SPYM 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 17,482 shares
    Change vs previous 13F +13,378 shares

    0.33% of the 13F portfolio, value $1,536,323.

    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 4,104 shares
    Change vs previous 13F +1,175 shares

    0.08% of the 13F portfolio, value $314,129.

    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 2,929 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $234,973.

    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 2,999 shares
    Change vs previous 13F -194 shares

    0.07% of the 13F portfolio, value $234,949.

    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 3,193 shares
    Change vs previous 13F -574 shares

    0.07% of the 13F portfolio, value $232,104.

    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 3,767 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $247,722.

    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 4,707 shares
    Change vs previous 13F -1,152 shares

    0.12% of the 13F portfolio, value $324,467.

    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 5,859 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $395,518.

    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).