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Sequoia Financial Advisors, LLC: FHI position timeline

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

Sequoia Financial Advisors, LLC held 38,627 FHI 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 38,627 shares
    Change vs previous 13F +438 shares

    0.01% of the 13F portfolio, value $2,132,983.

    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 38,189 shares
    Change vs previous 13F +3,176 shares

    0.01% of the 13F portfolio, value $2,165,699.

    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 35,013 shares
    Change vs previous 13F +9,488 shares

    0.01% of the 13F portfolio, value $1,823,128.

    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 25,525 shares
    Change vs previous 13F +8,648 shares

    0.01% of the 13F portfolio, value $1,325,514.

    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 16,877 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $747,989.

    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).