Skip to content
Disclosery

Sequent Planning LLC: XLC position timeline

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

Sequent Planning LLC held 21,780 XLC 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 21,780 shares
    Change vs previous 13F +2,104 shares

    0.5% of the 13F portfolio, value $2,333,287.

    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 19,676 shares
    Change vs previous 13F +2,553 shares

    0.53% of the 13F portfolio, value $2,181,294.

    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 17,123 shares
    Change vs previous 13F +3,889 shares

    0.51% of the 13F portfolio, value $2,015,691.

    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 13,234 shares
    Change vs previous 13F +5,889 shares

    0.44% of the 13F portfolio, value $1,566,522.

    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 7,345 shares
    Change vs previous 13F +2,623 shares

    0.25% of the 13F portfolio, value $797,206.

    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 4,722 shares
    Change vs previous 13F +1,384 shares

    0.16% of the 13F portfolio, value $455,425.

    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 3,338 shares
    Change vs previous 13F +967 shares

    0.12% of the 13F portfolio, value $323,185.

    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 2,371 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $214,341.

    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).