DIEM — FRANKLIN TEMPLETON ETF TR

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FRANKLIN TEMPLETON ETF TR (DIEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q4)
Avg. % of fund
0.14%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,443 +4,913 +36.3% 0.16% $620K $33.61
2025 Q3 INITIATED 13,530 — — 0.12% $435K $31.81
% of Fund (quarterly)    DIEM price (monthly, adj. close)

Other funds also holding DIEM

As of 2025 Q4 — sorted by position size

BYRNE FINANCIAL FREEDOM, LLC 1.57% Sanctuary Advisors, LLC 0.0% Capital Analysts, LLC 3Y 7Y 0.0% O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3Y 7Y 0.0% Tidemark, LLC 0.0% LPL Financial LLC 3Y 7Y 0.0% Geneos Wealth Management Inc. 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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