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Disclosery

Sequent Planning LLC: XJAN position timeline

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

Sequent Planning LLC held 31,870 XJAN 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 31,870 shares
    Change vs previous 13F -6,196 shares

    0.26% of the 13F portfolio, value $1,223,968.

    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 38,066 shares
    Change vs previous 13F +27,878 shares

    0.33% of the 13F portfolio, value $1,375,134.

    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 10,188 shares
    Change vs previous 13F -101 shares

    0.1% of the 13F portfolio, value $375,274.

    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 10,289 shares
    Change vs previous 13F -94 shares

    0.11% of the 13F portfolio, value $370,758.

    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 10,383 shares
    Change vs previous 13F -346 shares

    0.11% of the 13F portfolio, value $362,593.

    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 10,729 shares
    Change vs previous 13F +267 shares

    0.13% of the 13F portfolio, value $355,470.

    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 10,462 shares
    Change vs previous 13F -243,907 shares

    0.13% of the 13F portfolio, value $353,093.

    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 254,369 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $8,438,717.

    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).