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Sequoia Financial Advisors, LLC: FLEX position timeline

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

Sequoia Financial Advisors, LLC held 178,753 FLEX 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 178,753 shares
    Change vs previous 13F +1,256 shares

    0.14% of the 13F portfolio, value $28,970,499.

    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 177,497 shares
    Change vs previous 13F +4,220 shares

    0.07% of the 13F portfolio, value $11,618,954.

    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 173,277 shares
    Change vs previous 13F +19,270 shares

    0.06% of the 13F portfolio, value $10,469,397.

    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 154,007 shares
    Change vs previous 13F +12,858 shares

    0.05% of the 13F portfolio, value $8,927,787.

    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 141,149 shares
    Change vs previous 13F +33,436 shares

    0.05% of the 13F portfolio, value $7,046,159.

    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 107,713 shares
    Change vs previous 13F +7,637 shares

    0.03% of the 13F portfolio, value $3,563,147.

    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 100,076 shares
    Change vs previous 13F +5,348 shares

    0.04% of the 13F portfolio, value $3,841,918.

    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 94,728 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,166,758.

    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).