Skip to content
Disclosery

Sequoia Financial Advisors, LLC: EFAV position timeline

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

Sequoia Financial Advisors, LLC held 28,495 EFAV 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 28,495 shares
    Change vs previous 13F -8,668 shares

    0.01% of the 13F portfolio, value $2,499,333.

    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 37,163 shares
    Change vs previous 13F -7,291 shares

    0.02% of the 13F portfolio, value $3,395,580.

    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 44,454 shares
    Change vs previous 13F -7,943 shares

    0.02% of the 13F portfolio, value $3,834,175.

    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 52,397 shares
    Change vs previous 13F +29,269 shares

    0.03% of the 13F portfolio, value $4,444,803.

    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 23,128 shares
    Change vs previous 13F -11,611 shares

    0.01% of the 13F portfolio, value $1,944,172.

    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 34,739 shares
    Change vs previous 13F -12,674 shares

    0.02% of the 13F portfolio, value $2,706,873.

    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 47,413 shares
    Change vs previous 13F +44,040 shares

    0.03% of the 13F portfolio, value $3,352,547.

    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 3,373 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,740.

    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).