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Disclosery

Sequent Planning LLC: TDIV position timeline

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

Sequent Planning LLC held 14,449 TDIV 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 14,449 shares
    Change vs previous 13F -1,834 shares

    0.35% of the 13F portfolio, value $1,659,904.

    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 16,283 shares
    Change vs previous 13F +924 shares

    0.37% of the 13F portfolio, value $1,525,106.

    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 15,359 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,487,360.

    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 15,359 shares
    Change vs previous 13F -81 shares

    0.43% of the 13F portfolio, value $1,514,231.

    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 15,440 shares
    Change vs previous 13F -167 shares

    0.44% of the 13F portfolio, value $1,392,291.

    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 15,607 shares
    Change vs previous 13F -121 shares

    0.41% of the 13F portfolio, value $1,148,837.

    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 15,728 shares
    Change vs previous 13F -388 shares

    0.45% of the 13F portfolio, value $1,234,009.

    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 16,116 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,294,121.

    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).