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Sequoia Financial Advisors, LLC: BEP position timeline

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

Sequoia Financial Advisors, LLC held 198,536 BEP 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 198,536 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $6,895,156.

    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 198,546 shares
    Change vs previous 13F -2,685 shares

    0.04% of the 13F portfolio, value $6,480,542.

    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 201,231 shares
    Change vs previous 13F +58 shares

    0.03% of the 13F portfolio, value $5,427,201.

    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 201,173 shares
    Change vs previous 13F -5,076 shares

    0.03% of the 13F portfolio, value $5,188,252.

    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 206,249 shares
    Change vs previous 13F -3,025 shares

    0.04% of the 13F portfolio, value $5,261,413.

    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 209,274 shares
    Change vs previous 13F -37,357 shares

    0.04% of the 13F portfolio, value $4,637,513.

    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 246,631 shares
    Change vs previous 13F +26,950 shares

    0.05% of the 13F portfolio, value $5,620,721.

    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 219,681 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,190,621.

    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).