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Disclosery

Sequent Planning LLC: XDEC position timeline

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

Sequent Planning LLC held 122,452 XDEC 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 122,452 shares
    Change vs previous 13F -3,912 shares

    1.12% of the 13F portfolio, value $5,245,232.

    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 126,364 shares
    Change vs previous 13F +4,464 shares

    1.23% of the 13F portfolio, value $5,093,935.

    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 121,900 shares
    Change vs previous 13F -1,912 shares

    1.27% of the 13F portfolio, value $4,988,416.

    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 123,812 shares
    Change vs previous 13F -3,226 shares

    1.41% of the 13F portfolio, value $4,964,787.

    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 127,038 shares
    Change vs previous 13F -2,490 shares

    1.56% of the 13F portfolio, value $4,933,673.

    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 129,528 shares
    Change vs previous 13F -1,407 shares

    1.72% of the 13F portfolio, value $4,766,177.

    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 130,935 shares
    Change vs previous 13F -5,905 shares

    1.79% of the 13F portfolio, value $4,883,876.

    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 136,840 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $5,032,058.

    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).