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Sequoia Financial Advisors, LLC: AJG position timeline

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

Sequoia Financial Advisors, LLC held 149,799 AJG 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 149,799 shares
    Change vs previous 13F +9,966 shares

    0.17% of the 13F portfolio, value $34,389,460.

    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 139,833 shares
    Change vs previous 13F +7,239 shares

    0.17% of the 13F portfolio, value $30,285,024.

    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 132,594 shares
    Change vs previous 13F +4,933 shares

    0.19% of the 13F portfolio, value $34,314,110.

    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 127,661 shares
    Change vs previous 13F +5,878 shares

    0.24% of the 13F portfolio, value $39,541,587.

    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 121,783 shares
    Change vs previous 13F +4,992 shares

    0.27% of the 13F portfolio, value $38,985,025.

    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 116,791 shares
    Change vs previous 13F +36,113 shares

    0.31% of the 13F portfolio, value $40,320,862.

    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 80,678 shares
    Change vs previous 13F +15,340 shares

    0.22% of the 13F portfolio, value $22,900,341.

    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 65,338 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,384,226.

    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).