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Sequent Planning LLC: XLY position timeline

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

Sequent Planning LLC held 36,659 XLY 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 36,659 shares
    Change vs previous 13F +3,169 shares

    0.92% of the 13F portfolio, value $4,299,398.

    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 33,490 shares
    Change vs previous 13F +4,021 shares

    0.88% of the 13F portfolio, value $3,649,703.

    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 29,469 shares
    Change vs previous 13F +17,080 shares

    0.9% of the 13F portfolio, value $3,518,939.

    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 12,389 shares
    Change vs previous 13F +2,085 shares

    0.84% of the 13F portfolio, value $2,968,880.

    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 10,304 shares
    Change vs previous 13F +2,742 shares

    0.71% of the 13F portfolio, value $2,239,421.

    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 7,562 shares
    Change vs previous 13F +2,604 shares

    0.54% of the 13F portfolio, value $1,493,275.

    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 4,958 shares
    Change vs previous 13F +1,052 shares

    0.41% of the 13F portfolio, value $1,112,395.

    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 3,906 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $782,640.

    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).