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Sequoia Financial Advisors, LLC: FBND position timeline

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

Sequoia Financial Advisors, LLC held 40,359 FBND 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 40,359 shares
    Change vs previous 13F -18,876 shares

    0.01% of the 13F portfolio, value $1,835,941.

    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 59,235 shares
    Change vs previous 13F -12,804 shares

    0.02% of the 13F portfolio, value $2,702,294.

    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 72,039 shares
    Change vs previous 13F -20,270 shares

    0.02% of the 13F portfolio, value $3,316,646.

    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 92,309 shares
    Change vs previous 13F -42,159 shares

    0.03% of the 13F portfolio, value $4,268,375.

    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 134,468 shares
    Change vs previous 13F -37,865 shares

    0.04% of the 13F portfolio, value $6,151,930.

    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 172,333 shares
    Change vs previous 13F -34,272 shares

    0.06% of the 13F portfolio, value $7,866,988.

    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 206,605 shares
    Change vs previous 13F -44,623 shares

    0.09% of the 13F portfolio, value $9,270,374.

    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 251,228 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,742,405.

    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).