Skip to content
Disclosery

Sequoia Financial Advisors, LLC: EFV position timeline

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

Sequoia Financial Advisors, LLC held 203,677 EFV 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 203,677 shares
    Change vs previous 13F +3,272 shares

    0.08% of the 13F portfolio, value $15,591,483.

    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 200,405 shares
    Change vs previous 13F -5,754 shares

    0.08% of the 13F portfolio, value $14,900,146.

    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 206,159 shares
    Change vs previous 13F -13,107 shares

    0.08% of the 13F portfolio, value $14,721,805.

    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 219,266 shares
    Change vs previous 13F -459 shares

    0.09% of the 13F portfolio, value $14,872,798.

    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 219,725 shares
    Change vs previous 13F -99,051 shares

    0.1% of the 13F portfolio, value $13,948,146.

    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 318,776 shares
    Change vs previous 13F -126,283 shares

    0.15% of the 13F portfolio, value $18,788,644.

    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 445,059 shares
    Change vs previous 13F +435,768 shares

    0.23% of the 13F portfolio, value $23,352,240.

    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 9,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,512.

    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).