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Sequoia Financial Advisors, LLC: AVUV position timeline

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

Sequoia Financial Advisors, LLC held 1,063,743 AVUV 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 1,063,743 shares
    Change vs previous 13F -23,399 shares

    0.66% of the 13F portfolio, value $132,712,616.

    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 1,087,142 shares
    Change vs previous 13F +72,849 shares

    0.67% of the 13F portfolio, value $120,096,656.

    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 1,014,293 shares
    Change vs previous 13F +12,717 shares

    0.58% of the 13F portfolio, value $103,437,638.

    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 1,001,576 shares
    Change vs previous 13F +62,297 shares

    0.61% of the 13F portfolio, value $99,686,891.

    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 939,279 shares
    Change vs previous 13F +69,101 shares

    0.59% of the 13F portfolio, value $85,568,301.

    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 870,178 shares
    Change vs previous 13F +798,761 shares

    0.59% of the 13F portfolio, value $75,853,478.

    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 71,417 shares
    Change vs previous 13F -1,259 shares

    0.07% of the 13F portfolio, value $6,893,930.

    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 72,676 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,973,308.

    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).