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Disclosery

Sequent Planning LLC: XLB position timeline

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

Sequent Planning LLC held 13,570 XLB 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 13,570 shares
    Change vs previous 13F +787 shares

    0.15% of the 13F portfolio, value $689,788.

    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 12,783 shares
    Change vs previous 13F +1,380 shares

    0.15% of the 13F portfolio, value $638,767.

    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 11,403 shares
    Change vs previous 13F +6,865 shares

    0.13% of the 13F portfolio, value $517,126.

    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 4,538 shares
    Change vs previous 13F +415 shares

    0.12% of the 13F portfolio, value $406,719.

    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 4,123 shares
    Change vs previous 13F +1,201 shares

    0.11% of the 13F portfolio, value $362,081.

    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 2,922 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $251,263.

    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).