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Disclosery

Sequent Planning LLC: XLV position timeline

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

Sequent Planning LLC held 15,233 XLV 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 15,233 shares
    Change vs previous 13F +1,332 shares

    0.52% of the 13F portfolio, value $2,416,877.

    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 13,901 shares
    Change vs previous 13F +950 shares

    0.49% of the 13F portfolio, value $2,038,013.

    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 12,951 shares
    Change vs previous 13F +2,192 shares

    0.51% of the 13F portfolio, value $2,004,833.

    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 10,759 shares
    Change vs previous 13F +4,945 shares

    0.42% of the 13F portfolio, value $1,497,398.

    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 5,814 shares
    Change vs previous 13F +1,746 shares

    0.25% of the 13F portfolio, value $783,788.

    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 4,068 shares
    Change vs previous 13F +999 shares

    0.21% of the 13F portfolio, value $593,997.

    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 3,069 shares
    Change vs previous 13F +424 shares

    0.15% of the 13F portfolio, value $422,268.

    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 2,645 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $407,386.

    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).