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Sequoia Financial Advisors, LLC: F position timeline

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

Sequoia Financial Advisors, LLC held 275,710 F 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 275,710 shares
    Change vs previous 13F -96,614 shares

    0.02% of the 13F portfolio, value $3,832,372.

    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 372,324 shares
    Change vs previous 13F +120,781 shares

    0.02% of the 13F portfolio, value $4,296,613.

    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 251,543 shares
    Change vs previous 13F +50,642 shares

    0.02% of the 13F portfolio, value $3,300,242.

    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 200,901 shares
    Change vs previous 13F -9,890 shares

    0.01% of the 13F portfolio, value $2,402,777.

    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 210,791 shares
    Change vs previous 13F +3,157 shares

    0.02% of the 13F portfolio, value $2,287,083.

    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 207,634 shares
    Change vs previous 13F -12,381 shares

    0.02% of the 13F portfolio, value $2,082,573.

    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 220,015 shares
    Change vs previous 13F -41,647 shares

    0.02% of the 13F portfolio, value $2,178,153.

    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 261,662 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,763,147.

    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).