Sequoia Financial Advisors, LLC: ASB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on ASB, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 23,391 ASB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 23,391 sharesChange vs previous 13F +1,474 shares
<0.01% of the 13F portfolio, value $719,742.
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 21,917 sharesChange vs previous 13F -1,562 shares
<0.01% of the 13F portfolio, value $566,774.
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 23,479 sharesChange vs previous 13F +3,100 shares
<0.01% of the 13F portfolio, value $604,820.
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 20,379 sharesChange vs previous 13F +6,564 shares
<0.01% of the 13F portfolio, value $523,945.
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).
- period ended2025-06-3013F/A 13,815 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $336,948.
13F-HR 0001085146-25-004180 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).