Skip to content
Disclosery

Sequoia Financial Advisors, LLC: ACWX position timeline

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

Sequoia Financial Advisors, LLC held 383,334 ACWX 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 383,334 shares
    Change vs previous 13F +36,903 shares

    0.15% of the 13F portfolio, value $29,175,577.

    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 346,431 shares
    Change vs previous 13F +9,132 shares

    0.13% of the 13F portfolio, value $23,720,131.

    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 337,299 shares
    Change vs previous 13F +45,715 shares

    0.13% of the 13F portfolio, value $22,642,883.

    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 291,584 shares
    Change vs previous 13F -2,670 shares

    0.12% of the 13F portfolio, value $18,955,857.

    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 294,254 shares
    Change vs previous 13F +25,314 shares

    0.12% of the 13F portfolio, value $17,931,821.

    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 268,940 shares
    Change vs previous 13F +39,122 shares

    0.12% of the 13F portfolio, value $14,912,723.

    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 229,818 shares
    Change vs previous 13F +5,370 shares

    0.12% of the 13F portfolio, value $11,987,307.

    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 224,448 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,842,914.

    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).