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Sequoia Financial Advisors, LLC: BWA position timeline

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

Sequoia Financial Advisors, LLC held 27,127 BWA 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 27,127 shares
    Change vs previous 13F +2,051 shares

    0.01% of the 13F portfolio, value $1,801,252.

    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 25,076 shares
    Change vs previous 13F +686 shares

    0.01% of the 13F portfolio, value $1,360,631.

    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 24,390 shares
    Change vs previous 13F +3,388 shares

    0.01% of the 13F portfolio, value $1,099,015.

    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 21,002 shares
    Change vs previous 13F +5,491 shares

    0.01% of the 13F portfolio, value $923,267.

    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 15,511 shares
    Change vs previous 13F +7,151 shares

    <0.01% of the 13F portfolio, value $519,302.

    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 8,360 shares
    Change vs previous 13F -1,686 shares

    <0.01% of the 13F portfolio, value $239,521.

    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 10,046 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $319,376.

    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 10,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $370,122.

    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).