Skip to content
Disclosery

Sequoia Financial Advisors, LLC: ED position timeline

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

Sequoia Financial Advisors, LLC held 34,618 ED 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 34,618 shares
    Change vs previous 13F -1,880 shares

    0.02% of the 13F portfolio, value $3,829,757.

    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 36,498 shares
    Change vs previous 13F +7,582 shares

    0.02% of the 13F portfolio, value $4,130,895.

    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 28,916 shares
    Change vs previous 13F +6,729 shares

    0.02% of the 13F portfolio, value $2,871,931.

    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 22,187 shares
    Change vs previous 13F +2,392 shares

    0.01% of the 13F portfolio, value $2,230,262.

    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 19,795 shares
    Change vs previous 13F +5,743 shares

    0.01% of the 13F portfolio, value $1,986,438.

    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 14,052 shares
    Change vs previous 13F +556 shares

    0.01% of the 13F portfolio, value $1,554,017.

    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 13,496 shares
    Change vs previous 13F +961 shares

    0.01% of the 13F portfolio, value $1,204,239.

    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 12,535 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,305,238.

    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).