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Sequoia Financial Advisors, LLC: ASX position timeline

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

Sequoia Financial Advisors, LLC held 130,999 ASX 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 130,999 shares
    Change vs previous 13F -10,150 shares

    0.03% of the 13F portfolio, value $5,910,678.

    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 141,149 shares
    Change vs previous 13F +2,525 shares

    0.02% of the 13F portfolio, value $3,060,112.

    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 138,624 shares
    Change vs previous 13F +5,710 shares

    0.01% of the 13F portfolio, value $2,231,848.

    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 132,914 shares
    Change vs previous 13F +5,240 shares

    0.01% of the 13F portfolio, value $1,474,017.

    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 127,674 shares
    Change vs previous 13F +26,091 shares

    0.01% of the 13F portfolio, value $1,318,873.

    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 101,583 shares
    Change vs previous 13F +4,737 shares

    0.01% of the 13F portfolio, value $889,868.

    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 96,846 shares
    Change vs previous 13F +3,179 shares

    0.01% of the 13F portfolio, value $975,240.

    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 93,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $914,190.

    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).