Sequent Planning LLC

Q1 2026 13F Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Value ($000)
$413,581
Num holdings
242
Date filed
4/21/2026
Form type
13F-HR
Prev filing
2/5/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type