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Sequoia Financial Advisors, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on ACWI, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 1,146,645 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,146,645 shares
    Change vs previous 13F -51,251 shares

    0.9% of the 13F portfolio, value $179,988,918.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,197,896 shares
    Change vs previous 13F -48,518 shares

    0.93% of the 13F portfolio, value $165,752,899.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,246,414 shares
    Change vs previous 13F -46,910 shares

    0.99% of the 13F portfolio, value $176,355,069.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,293,324 shares
    Change vs previous 13F -32,673 shares

    1.09% of the 13F portfolio, value $178,789,166.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 1,325,997 shares
    Change vs previous 13F +201,224 shares

    1.17% of the 13F portfolio, value $170,523,175.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,124,773 shares
    Change vs previous 13F -174,453 shares

    1.01% of the 13F portfolio, value $130,912,317.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,299,226 shares
    Change vs previous 13F +33,587 shares

    1.47% of the 13F portfolio, value $152,659,084.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,265,639 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $151,307,091.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).