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Disclosery

Sequent Planning LLC: XLP position timeline

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

Sequent Planning LLC held 20,377 XLP 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 20,377 shares
    Change vs previous 13F +1,583 shares

    0.36% of the 13F portfolio, value $1,692,713.

    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 18,794 shares
    Change vs previous 13F +1,759 shares

    0.37% of the 13F portfolio, value $1,540,771.

    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 17,035 shares
    Change vs previous 13F +3,307 shares

    0.34% of the 13F portfolio, value $1,323,245.

    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 13,728 shares
    Change vs previous 13F +5,228 shares

    0.31% of the 13F portfolio, value $1,075,861.

    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 8,500 shares
    Change vs previous 13F +1,798 shares

    0.22% of the 13F portfolio, value $688,315.

    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 6,702 shares
    Change vs previous 13F +1,760 shares

    0.2% of the 13F portfolio, value $547,326.

    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 4,942 shares
    Change vs previous 13F +643 shares

    0.14% of the 13F portfolio, value $388,504.

    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 4,299 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $356,821.

    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).