Skip to content
Disclosery

Sequoia Financial Advisors, LLC: AR position timeline

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

Sequoia Financial Advisors, LLC held 12,581 AR 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 12,581 shares
    Change vs previous 13F +4,406 shares

    <0.01% of the 13F portfolio, value $442,097.

    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 8,175 shares
    Change vs previous 13F -331 shares

    <0.01% of the 13F portfolio, value $346,947.

    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 8,506 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $293,117.

    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 8,163 shares
    Change vs previous 13F +2,196 shares

    <0.01% of the 13F portfolio, value $273,951.

    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 5,967 shares
    Change vs previous 13F +523 shares

    <0.01% of the 13F portfolio, value $240,343.

    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 5,444 shares
    Change vs previous 13F +5,444 shares

    <0.01% of the 13F portfolio, value $220,148.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.