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Sequent Planning LLC: XLK position timeline

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

Sequent Planning LLC held 78,796 XLK 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 78,796 shares
    Change vs previous 13F +3,797 shares

    3.21% of the 13F portfolio, value $15,012,243.

    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 74,999 shares
    Change vs previous 13F +6,620 shares

    2.41% of the 13F portfolio, value $9,967,314.

    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 68,379 shares
    Change vs previous 13F +39,357 shares

    2.51% of the 13F portfolio, value $9,844,466.

    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 29,022 shares
    Change vs previous 13F +775 shares

    2.32% of the 13F portfolio, value $8,180,234.

    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 28,247 shares
    Change vs previous 13F +6,438 shares

    2.27% of the 13F portfolio, value $7,153,211.

    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 21,809 shares
    Change vs previous 13F +7,592 shares

    1.62% of the 13F portfolio, value $4,503,202.

    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 14,217 shares
    Change vs previous 13F +3,567 shares

    1.21% of the 13F portfolio, value $3,305,641.

    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 10,650 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,404,443.

    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).