LVHD — LEGG MASON ETF INVT

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 LEGG MASON ETF INVT (LVHD). 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
1.81% (2025 Q3)
Avg. % of fund
1.73%
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 162,722 +8,599 +5.6% 1.65% $6.5M $39.80
2025 Q3 INITIATED 154,123 — — 1.81% $6.4M $40.54
% of Fund (quarterly)    LVHD price (monthly, adj. close)

Other funds also holding LVHD

As of 2025 Q4 — sorted by position size

Sovereign Investment Advisors, LLC 3Y 1.53% Anson Capital, Inc. 3Y 0.92% Centurion Wealth Management LLC 3Y 0.34% JT Stratford LLC 3Y 7Y 0.25% Triad Wealth Partners, LLC 0.18% XML Financial, LLC 3Y 0.15% SYKON CAPITAL LLC 0.14% IFG Advisory, LLC 3Y 7Y 0.12% Intrepid Financial Planning Group LLC 3Y 0.09% LongView Wealth Management 0.09%
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