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Sequoia Financial Advisors, LLC: BNY position timeline

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

Sequoia Financial Advisors, LLC held 63,485 BNY 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 63,485 shares
    Change vs previous 13F -1,629 shares

    0.05% of the 13F portfolio, value $9,180,573.

    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 65,114 shares
    Change vs previous 13F -2,708 shares

    0.04% of the 13F portfolio, value $7,724,526.

    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 67,822 shares
    Change vs previous 13F +9,635 shares

    0.04% of the 13F portfolio, value $7,873,456.

    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 58,187 shares
    Change vs previous 13F +7,906 shares

    0.04% of the 13F portfolio, value $6,340,106.

    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 50,281 shares
    Change vs previous 13F -1,522 shares

    0.03% of the 13F portfolio, value $4,581,119.

    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 51,803 shares
    Change vs previous 13F -284 shares

    0.03% of the 13F portfolio, value $4,344,695.

    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 52,087 shares
    Change vs previous 13F +1,474 shares

    0.04% of the 13F portfolio, value $4,001,818.

    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 50,613 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,637,051.

    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).