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Sequoia Financial Advisors, LLC: BSV position timeline

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

Sequoia Financial Advisors, LLC held 3,631,159 BSV 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 3,631,159 shares
    Change vs previous 13F +252,678 shares

    1.41% of the 13F portfolio, value $282,903,565.

    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 3,378,481 shares
    Change vs previous 13F +450,453 shares

    1.49% of the 13F portfolio, value $264,906,630.

    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 2,928,028 shares
    Change vs previous 13F +186,073 shares

    1.29% of the 13F portfolio, value $230,757,899.

    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 2,741,955 shares
    Change vs previous 13F +209,057 shares

    1.32% of the 13F portfolio, value $216,367,680.

    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 2,532,898 shares
    Change vs previous 13F -25,145 shares

    1.37% of the 13F portfolio, value $199,339,081.

    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 2,558,043 shares
    Change vs previous 13F +2,234,266 shares

    1.55% of the 13F portfolio, value $200,243,616.

    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 323,777 shares
    Change vs previous 13F +319,825 shares

    0.24% of the 13F portfolio, value $25,018,261.

    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 3,952 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,946.

    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).