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Disclosery

Sequent Planning LLC: VTI position timeline

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

Sequent Planning LLC held 12,371 VTI 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 12,371 shares
    Change vs previous 13F +301 shares

    0.98% of the 13F portfolio, value $4,577,660.

    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 12,070 shares
    Change vs previous 13F -568 shares

    0.94% of the 13F portfolio, value $3,872,027.

    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 12,638 shares
    Change vs previous 13F +275 shares

    1.08% of the 13F portfolio, value $4,237,028.

    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 12,363 shares
    Change vs previous 13F -24,929 shares

    1.15% of the 13F portfolio, value $4,057,322.

    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 37,292 shares
    Change vs previous 13F +1,753 shares

    3.59% of the 13F portfolio, value $11,334,427.

    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 35,539 shares
    Change vs previous 13F +2,677 shares

    3.52% of the 13F portfolio, value $9,767,431.

    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 32,862 shares
    Change vs previous 13F -1,814 shares

    3.5% of the 13F portfolio, value $9,523,642.

    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 34,676 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $9,818,845.

    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).