Position in PSIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$232,289
-$158,743 QoQ
Shares Held
5,973
-7.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#90
of 156 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSIX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sequent Planning LLC holds $969,878 across 3 Specialty Industrial Machinery names. PSIX ranks #3 (24.0% of the industry book) .
All Filings in PSIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,289 | 5,973 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $391,032 | 6,423 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $352,153 | 6,163 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||