Skip to content
Disclosery

Sequent Planning LLC: XOCT position timeline

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

Sequent Planning LLC held 208,561 XOCT 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 208,561 shares
    Change vs previous 13F -246,048 shares

    1.76% of the 13F portfolio, value $8,238,556.

    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 454,609 shares
    Change vs previous 13F -12,367 shares

    4.1% of the 13F portfolio, value $16,942,368.

    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 466,976 shares
    Change vs previous 13F -36,183 shares

    4.49% of the 13F portfolio, value $17,625,355.

    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 503,159 shares
    Change vs previous 13F -16,040 shares

    5.26% of the 13F portfolio, value $18,546,441.

    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 519,199 shares
    Change vs previous 13F -4,968 shares

    5.88% of the 13F portfolio, value $18,560,066.

    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 524,167 shares
    Change vs previous 13F +2,219 shares

    6.39% of the 13F portfolio, value $17,737,706.

    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 521,948 shares
    Change vs previous 13F not available

    6.55% of the 13F portfolio, value $17,859,912.

    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).