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Disclosery

Sequent Planning LLC: XJUN position timeline

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

Sequent Planning LLC held 109,970 XJUN 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 109,970 shares
    Change vs previous 13F +91,005 shares

    1.04% of the 13F portfolio, value $4,885,967.

    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 18,965 shares
    Change vs previous 13F -2,609 shares

    0.2% of the 13F portfolio, value $814,782.

    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 21,574 shares
    Change vs previous 13F -456 shares

    0.24% of the 13F portfolio, value $926,590.

    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 22,030 shares
    Change vs previous 13F +1,880 shares

    0.26% of the 13F portfolio, value $929,697.

    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 20,150 shares
    Change vs previous 13F +124 shares

    0.26% of the 13F portfolio, value $827,556.

    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 20,026 shares
    Change vs previous 13F -806 shares

    0.28% of the 13F portfolio, value $770,745.

    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 20,832 shares
    Change vs previous 13F -206,582 shares

    0.3% of the 13F portfolio, value $804,740.

    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 227,414 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $8,650,351.

    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).