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Sequoia Financial Advisors, LLC: BX position timeline

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

Sequoia Financial Advisors, LLC held 245,370 BX 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 245,370 shares
    Change vs previous 13F +11,983 shares

    0.14% of the 13F portfolio, value $28,872,680.

    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 233,387 shares
    Change vs previous 13F +26,889 shares

    0.15% of the 13F portfolio, value $26,837,136.

    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 206,498 shares
    Change vs previous 13F +12,800 shares

    0.18% of the 13F portfolio, value $31,829,532.

    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 193,698 shares
    Change vs previous 13F +5,223 shares

    0.2% of the 13F portfolio, value $33,093,328.

    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 188,475 shares
    Change vs previous 13F +18,854 shares

    0.19% of the 13F portfolio, value $28,192,058.

    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 169,621 shares
    Change vs previous 13F +77,448 shares

    0.18% of the 13F portfolio, value $23,709,597.

    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 92,173 shares
    Change vs previous 13F +1,122 shares

    0.15% of the 13F portfolio, value $15,892,543.

    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 91,051 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,942,537.

    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).