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Disclosery

Sequent Planning LLC: XLI position timeline

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

Sequent Planning LLC held 11,340 XLI 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 11,340 shares
    Change vs previous 13F +847 shares

    0.45% of the 13F portfolio, value $2,100,600.

    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 10,493 shares
    Change vs previous 13F -100 shares

    0.41% of the 13F portfolio, value $1,697,064.

    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 10,593 shares
    Change vs previous 13F +2,215 shares

    0.42% of the 13F portfolio, value $1,643,163.

    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 8,378 shares
    Change vs previous 13F +3,971 shares

    0.37% of the 13F portfolio, value $1,292,075.

    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 4,407 shares
    Change vs previous 13F +947 shares

    0.21% of the 13F portfolio, value $650,263.

    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 3,460 shares
    Change vs previous 13F +1,048 shares

    0.16% of the 13F portfolio, value $453,494.

    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 2,412 shares
    Change vs previous 13F +538 shares

    0.12% of the 13F portfolio, value $317,848.

    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 1,874 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $253,840.

    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).