Skip to content
Disclosery

Sequoia Financial Advisors, LLC: EIX position timeline

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

Sequoia Financial Advisors, LLC held 41,760 EIX 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 41,760 shares
    Change vs previous 13F +11,131 shares

    0.02% of the 13F portfolio, value $3,109,020.

    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 30,629 shares
    Change vs previous 13F +4,894 shares

    0.01% of the 13F portfolio, value $2,241,415.

    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 25,735 shares
    Change vs previous 13F +6,862 shares

    0.01% of the 13F portfolio, value $1,544,614.

    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 18,873 shares
    Change vs previous 13F +7,044 shares

    0.01% of the 13F portfolio, value $1,043,273.

    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 11,829 shares
    Change vs previous 13F +2,582 shares

    <0.01% of the 13F portfolio, value $610,362.

    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 9,247 shares
    Change vs previous 13F -791 shares

    <0.01% of the 13F portfolio, value $544,852.

    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 10,038 shares
    Change vs previous 13F +2,631 shares

    0.01% of the 13F portfolio, value $801,414.

    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 7,407 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $645,075.

    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).