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Sequoia Financial Advisors, LLC: FNDX position timeline

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

Sequoia Financial Advisors, LLC held 164,436 FNDX 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 164,436 shares
    Change vs previous 13F +5,201 shares

    0.03% of the 13F portfolio, value $5,113,954.

    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 159,235 shares
    Change vs previous 13F +5,476 shares

    0.02% of the 13F portfolio, value $4,434,690.

    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 153,759 shares
    Change vs previous 13F +4,282 shares

    0.02% of the 13F portfolio, value $4,183,787.

    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 149,477 shares
    Change vs previous 13F +19,641 shares

    0.02% of the 13F portfolio, value $3,931,245.

    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 129,836 shares
    Change vs previous 13F -2,208 shares

    0.02% of the 13F portfolio, value $3,186,170.

    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 132,044 shares
    Change vs previous 13F +13,169 shares

    0.02% of the 13F portfolio, value $3,117,557.

    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 118,875 shares
    Change vs previous 13F +79,333 shares

    0.03% of the 13F portfolio, value $2,814,959.

    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 39,542 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,837,534.

    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).