Skip to content
Disclosery

Sequent Planning LLC: XIDE position timeline

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

Sequent Planning LLC held 13,027 XIDE 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 13,027 shares
    Change vs previous 13F -54,877 shares

    0.08% of the 13F portfolio, value $395,818.

    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 67,904 shares
    Change vs previous 13F -2,464 shares

    0.49% of the 13F portfolio, value $2,016,027.

    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 70,368 shares
    Change vs previous 13F -12,385 shares

    0.54% of the 13F portfolio, value $2,122,264.

    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 82,753 shares
    Change vs previous 13F -1,931 shares

    0.71% of the 13F portfolio, value $2,514,058.

    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 84,684 shares
    Change vs previous 13F -51,111 shares

    0.81% of the 13F portfolio, value $2,569,102.

    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 135,795 shares
    Change vs previous 13F -19,686 shares

    1.46% of the 13F portfolio, value $4,062,964.

    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 155,481 shares
    Change vs previous 13F -11,203 shares

    1.72% of the 13F portfolio, value $4,682,268.

    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 166,684 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $5,066,350.

    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).