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Sequent Planning LLC: XLG position timeline

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

Sequent Planning LLC held 25,741 XLG 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 25,741 shares
    Change vs previous 13F +3,542 shares

    0.34% of the 13F portfolio, value $1,576,093.

    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 22,199 shares
    Change vs previous 13F -620 shares

    0.29% of the 13F portfolio, value $1,210,931.

    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 22,819 shares
    Change vs previous 13F +2,088 shares

    0.34% of the 13F portfolio, value $1,352,730.

    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 20,731 shares
    Change vs previous 13F +1,598 shares

    0.34% of the 13F portfolio, value $1,192,433.

    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 19,133 shares
    Change vs previous 13F +2,295 shares

    0.32% of the 13F portfolio, value $996,832.

    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 16,838 shares
    Change vs previous 13F +337 shares

    0.28% of the 13F portfolio, value $774,896.

    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 16,501 shares
    Change vs previous 13F +44 shares

    0.3% of the 13F portfolio, value $824,407.

    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 16,457 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $782,201.

    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).