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Disclosery

Sequent Planning LLC: SPYV position timeline

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

Sequent Planning LLC held 15,839 SPYV 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 15,839 shares
    Change vs previous 13F -7,968 shares

    0.21% of the 13F portfolio, value $962,840.

    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 23,807 shares
    Change vs previous 13F +256 shares

    0.33% of the 13F portfolio, value $1,347,019.

    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 23,551 shares
    Change vs previous 13F +3,283 shares

    0.34% of the 13F portfolio, value $1,337,928.

    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 20,268 shares
    Change vs previous 13F +1,928 shares

    0.32% of the 13F portfolio, value $1,121,421.

    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 18,340 shares
    Change vs previous 13F +2,322 shares

    0.3% of the 13F portfolio, value $959,952.

    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 16,018 shares
    Change vs previous 13F +456 shares

    0.29% of the 13F portfolio, value $818,017.

    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 15,562 shares
    Change vs previous 13F -17 shares

    0.29% of the 13F portfolio, value $795,842.

    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 15,579 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $823,532.

    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).