Sequoia Financial Advisors, LLC: AS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on AS, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 62,581 AS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 62,581 sharesChange vs previous 13F +12,833 shares
0.01% of the 13F portfolio, value $2,117,728.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 49,748 sharesChange vs previous 13F +3,109 shares
0.01% of the 13F portfolio, value $1,637,692.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,639 sharesChange vs previous 13F +4,131 shares
0.01% of the 13F portfolio, value $1,741,953.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 42,508 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,477,139.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).