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Sequoia Financial Advisors, LLC: ESI position timeline

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

Sequoia Financial Advisors, LLC held 30,771 ESI 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 30,771 shares
    Change vs previous 13F +826 shares

    0.01% of the 13F portfolio, value $1,469,312.

    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 29,945 shares
    Change vs previous 13F -993 shares

    0.01% of the 13F portfolio, value $1,022,337.

    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 30,938 shares
    Change vs previous 13F -112,861 shares

    <0.01% of the 13F portfolio, value $773,134.

    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 143,799 shares
    Change vs previous 13F +14,644 shares

    0.02% of the 13F portfolio, value $3,619,432.

    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 129,155 shares
    Change vs previous 13F +24,871 shares

    0.02% of the 13F portfolio, value $2,925,354.

    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 104,284 shares
    Change vs previous 13F +10,456 shares

    0.02% of the 13F portfolio, value $2,357,867.

    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 93,828 shares
    Change vs previous 13F +51,084 shares

    0.02% of the 13F portfolio, value $2,386,041.

    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 42,744 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,160,936.

    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).