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Disclosery

Sequent Planning LLC: XJUL position timeline

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

Sequent Planning LLC held 11,750 XJUL 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 11,750 shares
    Change vs previous 13F -1,976 shares

    0.1% of the 13F portfolio, value $478,401.

    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 13,726 shares
    Change vs previous 13F -415 shares

    0.13% of the 13F portfolio, value $533,834.

    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 14,141 shares
    Change vs previous 13F -1,025 shares

    0.14% of the 13F portfolio, value $552,725.

    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 15,166 shares
    Change vs previous 13F +9,425 shares

    0.17% of the 13F portfolio, value $581,844.

    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 5,741 shares
    Change vs previous 13F -69 shares

    0.07% of the 13F portfolio, value $213,335.

    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 5,810 shares
    Change vs previous 13F -83 shares

    0.07% of the 13F portfolio, value $205,151.

    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 5,893 shares
    Change vs previous 13F -24,932 shares

    0.08% of the 13F portfolio, value $209,029.

    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 30,825 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,076,933.

    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).