Sequoia Financial Advisors, LLC: EXEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on EXEL, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 20,292 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 20,292 sharesChange vs previous 13F +7,588 shares
0.01% of the 13F portfolio, value $1,104,088.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,704 sharesChange vs previous 13F -4,651 shares
<0.01% of the 13F portfolio, value $544,875.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,355 sharesChange vs previous 13F +9,974 shares
<0.01% of the 13F portfolio, value $760,670.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,381 sharesChange vs previous 13F +576 shares
<0.01% of the 13F portfolio, value $304,836.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 6,805 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $299,932.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).