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Disclosery

Sequent Planning LLC: TIP position timeline

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

Sequent Planning LLC held 34,829 TIP 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 34,829 shares
    Change vs previous 13F +816 shares

    0.81% of the 13F portfolio, value $3,811,330.

    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 34,013 shares
    Change vs previous 13F -1,035 shares

    0.91% of the 13F portfolio, value $3,753,632.

    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 35,048 shares
    Change vs previous 13F +1,370 shares

    0.98% of the 13F portfolio, value $3,852,153.

    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 33,678 shares
    Change vs previous 13F -77,424 shares

    1.06% of the 13F portfolio, value $3,745,629.

    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 111,102 shares
    Change vs previous 13F +6,821 shares

    3.87% of the 13F portfolio, value $12,225,738.

    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 104,281 shares
    Change vs previous 13F +9,376 shares

    4.17% of the 13F portfolio, value $11,584,593.

    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 94,905 shares
    Change vs previous 13F -12,311 shares

    3.71% of the 13F portfolio, value $10,112,179.

    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 107,216 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $11,844,205.

    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).