Sequoia Financial Advisors, LLC: EXPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on EXPD, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 9,028 EXPD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 9,028 sharesChange vs previous 13F -1,278 shares
0.01% of the 13F portfolio, value $1,471,320.
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 10,306 sharesChange vs previous 13F +1,992 shares
0.01% of the 13F portfolio, value $1,476,198.
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 8,314 sharesChange vs previous 13F +3,007 shares
0.01% of the 13F portfolio, value $1,238,938.
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 5,307 sharesChange vs previous 13F +2,361 shares
<0.01% of the 13F portfolio, value $650,623.
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 2,946 sharesChange vs previous 13F +218 shares
<0.01% of the 13F portfolio, value $336,617.
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).
- period ended2025-03-3113F/A 2,728 sharesChange vs previous 13F -303 shares
<0.01% of the 13F portfolio, value $328,071.
13F-HR 0001085146-25-002275 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 ended2024-12-3113F/A 3,031 sharesChange vs previous 13F +287 shares
<0.01% of the 13F portfolio, value $335,771.
13F-HR/A 0001085146-25-004759 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 ended2024-09-3013F 2,744 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $360,586.
13F-HR 0001085146-24-005038 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).