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Sequoia Financial Advisors, LLC: BAM position timeline

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

Sequoia Financial Advisors, LLC held 281,732 BAM 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 281,732 shares
    Change vs previous 13F -9,953 shares

    0.06% of the 13F portfolio, value $12,635,674.

    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 291,685 shares
    Change vs previous 13F +2,255 shares

    0.07% of the 13F portfolio, value $12,965,386.

    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 289,430 shares
    Change vs previous 13F +189 shares

    0.08% of the 13F portfolio, value $15,163,264.

    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 289,241 shares
    Change vs previous 13F -1,255 shares

    0.1% of the 13F portfolio, value $16,469,370.

    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 290,496 shares
    Change vs previous 13F +1,114 shares

    0.11% of the 13F portfolio, value $16,058,645.

    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 289,382 shares
    Change vs previous 13F -50,566 shares

    0.11% of the 13F portfolio, value $14,020,559.

    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 339,948 shares
    Change vs previous 13F +39,340 shares

    0.18% of the 13F portfolio, value $18,421,769.

    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 300,608 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $14,215,776.

    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).