Sequoia Financial Advisors, LLC: FLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on FLO, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 44,298 FLO shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 44,298 sharesChange vs previous 13F +32,203 shares
<0.01% of the 13F portfolio, value $349,955.
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 12,095 sharesChange vs previous 13F -76,833 shares
<0.01% of the 13F portfolio, value $98,575.
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 88,928 sharesChange vs previous 13F +88,928 shares
0.01% of the 13F portfolio, value $967,537.
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 0 sharesChange vs previous 13F -43,943 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F/A 43,943 sharesChange vs previous 13F +43,943 shares
<0.01% of the 13F portfolio, value $702,210.
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 0 sharesChange vs previous 13F -10,641 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F/A 10,641 sharesChange vs previous 13F +281 shares
<0.01% of the 13F portfolio, value $219,844.
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 10,360 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $239,006.
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).