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Sequoia Financial Advisors, LLC: BLK position timeline

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

Sequoia Financial Advisors, LLC held 49,801 BLK 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 49,801 shares
    Change vs previous 13F +2,398 shares

    0.24% of the 13F portfolio, value $47,886,991.

    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 47,403 shares
    Change vs previous 13F +3,653 shares

    0.26% of the 13F portfolio, value $45,587,963.

    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 43,750 shares
    Change vs previous 13F +2,767 shares

    0.26% of the 13F portfolio, value $46,827,030.

    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 40,983 shares
    Change vs previous 13F +7,326 shares

    0.29% of the 13F portfolio, value $47,780,943.

    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 33,657 shares
    Change vs previous 13F +3,625 shares

    0.24% of the 13F portfolio, value $35,314,822.

    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 30,032 shares
    Change vs previous 13F +9,940 shares

    0.22% of the 13F portfolio, value $28,425,129.

    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 20,092 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $20,596,917.

    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).