Skip to content
Disclosery

Sequent Planning LLC: UCON position timeline

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

Sequent Planning LLC held 14,297 UCON 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 14,297 shares
    Change vs previous 13F -88,206 shares

    0.08% of the 13F portfolio, value $355,699.

    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 102,503 shares
    Change vs previous 13F -3,657 shares

    0.61% of the 13F portfolio, value $2,538,988.

    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 106,160 shares
    Change vs previous 13F -3,064 shares

    0.68% of the 13F portfolio, value $2,672,056.

    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 109,224 shares
    Change vs previous 13F +1,557 shares

    0.78% of the 13F portfolio, value $2,751,191.

    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 107,667 shares
    Change vs previous 13F +2,262 shares

    0.85% of the 13F portfolio, value $2,679,855.

    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 105,405 shares
    Change vs previous 13F +637 shares

    0.94% of the 13F portfolio, value $2,608,775.

    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 104,768 shares
    Change vs previous 13F +1,363 shares

    0.95% of the 13F portfolio, value $2,582,543.

    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 103,405 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,598,568.

    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).