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Sequoia Financial Advisors, LLC: AGG position timeline

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

Sequoia Financial Advisors, LLC held 152,297 AGG 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 152,297 shares
    Change vs previous 13F -231 shares

    0.08% of the 13F portfolio, value $15,074,377.

    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 152,528 shares
    Change vs previous 13F -15,864 shares

    0.08% of the 13F portfolio, value $15,141,428.

    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 168,392 shares
    Change vs previous 13F +11,800 shares

    0.09% of the 13F portfolio, value $16,818,949.

    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 156,592 shares
    Change vs previous 13F +8,801 shares

    0.1% of the 13F portfolio, value $15,698,378.

    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 147,791 shares
    Change vs previous 13F -11,989 shares

    0.1% of the 13F portfolio, value $14,660,917.

    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 159,780 shares
    Change vs previous 13F -6,848 shares

    0.12% of the 13F portfolio, value $15,805,391.

    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 166,628 shares
    Change vs previous 13F -13,992 shares

    0.16% of the 13F portfolio, value $16,146,224.

    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 180,620 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,291,412.

    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).