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Sequoia Financial Advisors, LLC: FMB position timeline

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

Sequoia Financial Advisors, LLC held 134,195 FMB 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 134,195 shares
    Change vs previous 13F -6,925 shares

    0.03% of the 13F portfolio, value $6,893,209.

    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 141,120 shares
    Change vs previous 13F -14,208 shares

    0.04% of the 13F portfolio, value $7,149,144.

    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 155,328 shares
    Change vs previous 13F -7,737 shares

    0.04% of the 13F portfolio, value $7,942,692.

    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 163,065 shares
    Change vs previous 13F -64,299 shares

    0.05% of the 13F portfolio, value $8,267,676.

    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 227,364 shares
    Change vs previous 13F -26,454 shares

    0.08% of the 13F portfolio, value $11,327,299.

    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 253,818 shares
    Change vs previous 13F -58,954 shares

    0.1% of the 13F portfolio, value $12,798,082.

    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 312,772 shares
    Change vs previous 13F -41,823 shares

    0.15% of the 13F portfolio, value $15,954,525.

    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 354,595 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,424,759.

    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).