Sequent Planning LLC

SEC CIK: 0002009724
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SMA holding history

SmartStop Self Storage REIT, Inc. in every 13F filed by Sequent Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMA overview All 13F holders of SMA Full Q2 2026 holdings

Shares (Q2 2026): 60,657
Value: $1.97M
% of portfolio: 0.4%
Quarters held: 4; Since Q3 2025

Holdings of SMA by Sequent Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	60,657	$1.97M	0.4%	−3,914−6.1%	Reduced	Holders
Q1 2026	64,571	$1.96M	0.5%	−478−0.7%	Reduced	Holders
Q4 2025	65,049	$2.01M	0.5%	+40,308+162.9%	Added	Holders
Q3 2025	24,741	$889.2K	0.3%	+24,741	New	Holders