Skip to content
Disclosery

Sequent Planning LLC: WTMF position timeline

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

Sequent Planning LLC held 18,763 WTMF 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 18,763 shares
    Change vs previous 13F +1,056 shares

    0.16% of the 13F portfolio, value $766,467.

    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 17,707 shares
    Change vs previous 13F +335 shares

    0.17% of the 13F portfolio, value $702,715.

    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 17,372 shares
    Change vs previous 13F +1,444 shares

    0.17% of the 13F portfolio, value $660,482.

    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 15,928 shares
    Change vs previous 13F +1,377 shares

    0.17% of the 13F portfolio, value $603,438.

    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 14,551 shares
    Change vs previous 13F +1,398 shares

    0.16% of the 13F portfolio, value $513,740.

    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 13,153 shares
    Change vs previous 13F +60 shares

    0.16% of the 13F portfolio, value $448,916.

    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 13,093 shares
    Change vs previous 13F +570 shares

    0.17% of the 13F portfolio, value $457,327.

    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 12,523 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $444,822.

    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).