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Disclosery

Sequent Planning LLC: XMAR position timeline

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

Sequent Planning LLC held 10,976 XMAR 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 10,976 shares
    Change vs previous 13F +4,267 shares

    0.1% of the 13F portfolio, value $469,059.

    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 6,709 shares
    Change vs previous 13F -3,020 shares

    0.07% of the 13F portfolio, value $271,647.

    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 9,729 shares
    Change vs previous 13F -583 shares

    0.1% of the 13F portfolio, value $388,479.

    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 10,312 shares
    Change vs previous 13F -384 shares

    0.11% of the 13F portfolio, value $404,471.

    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 10,696 shares
    Change vs previous 13F -273 shares

    0.13% of the 13F portfolio, value $409,586.

    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 10,969 shares
    Change vs previous 13F +4,827 shares

    0.15% of the 13F portfolio, value $403,057.

    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 6,142 shares
    Change vs previous 13F -1,071 shares

    0.08% of the 13F portfolio, value $222,340.

    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 7,213 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $255,989.

    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).