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Sequoia Financial Advisors, LLC: EVR position timeline

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

Sequoia Financial Advisors, LLC held 21,658 EVR 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 21,658 shares
    Change vs previous 13F +5,286 shares

    0.04% of the 13F portfolio, value $7,395,073.

    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 16,372 shares
    Change vs previous 13F -205 shares

    0.03% of the 13F portfolio, value $4,887,224.

    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 16,577 shares
    Change vs previous 13F +1,538 shares

    0.03% of the 13F portfolio, value $5,640,179.

    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 15,039 shares
    Change vs previous 13F +2,609 shares

    0.03% of the 13F portfolio, value $5,073,067.

    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 12,430 shares
    Change vs previous 13F +4,985 shares

    0.02% of the 13F portfolio, value $3,356,395.

    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 7,445 shares
    Change vs previous 13F +1,016 shares

    0.01% of the 13F portfolio, value $1,486,926.

    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 6,429 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,782,057.

    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).