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Sequoia Financial Advisors, LLC: BIP position timeline

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

Sequoia Financial Advisors, LLC held 472,764 BIP 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 472,764 shares
    Change vs previous 13F -24,878 shares

    0.09% of the 13F portfolio, value $17,251,174.

    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 497,642 shares
    Change vs previous 13F +4,422 shares

    0.1% of the 13F portfolio, value $17,974,814.

    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 493,220 shares
    Change vs previous 13F -11,682 shares

    0.1% of the 13F portfolio, value $17,134,452.

    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 504,902 shares
    Change vs previous 13F -8,687 shares

    0.1% of the 13F portfolio, value $16,606,241.

    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 513,589 shares
    Change vs previous 13F -4,606 shares

    0.12% of the 13F portfolio, value $17,205,220.

    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 518,195 shares
    Change vs previous 13F -62,447 shares

    0.12% of the 13F portfolio, value $15,437,017.

    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 580,642 shares
    Change vs previous 13F +16,021 shares

    0.18% of the 13F portfolio, value $18,458,598.

    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 564,621 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $19,784,332.

    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).