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Sequoia Financial Advisors, LLC: AVEM position timeline

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

Sequoia Financial Advisors, LLC held 67,052 AVEM 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 67,052 shares
    Change vs previous 13F -1,423 shares

    0.03% of the 13F portfolio, value $6,469,873.

    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 68,475 shares
    Change vs previous 13F -3,881 shares

    0.03% of the 13F portfolio, value $5,517,747.

    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 72,356 shares
    Change vs previous 13F +1,948 shares

    0.03% of the 13F portfolio, value $5,572,896.

    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 70,408 shares
    Change vs previous 13F -4,873 shares

    0.03% of the 13F portfolio, value $5,288,327.

    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 75,281 shares
    Change vs previous 13F +21,219 shares

    0.04% of the 13F portfolio, value $5,159,744.

    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 54,062 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,252,898.

    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).