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Sequoia Financial Advisors, LLC: GBTC position timeline

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

Sequoia Financial Advisors, LLC held 96,213 GBTC 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 96,213 shares
    Change vs previous 13F -30,963 shares

    0.02% of the 13F portfolio, value $4,379,617.

    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 127,176 shares
    Change vs previous 13F +8,231 shares

    0.04% of the 13F portfolio, value $6,709,807.

    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 118,945 shares
    Change vs previous 13F -1,156 shares

    0.05% of the 13F portfolio, value $8,131,081.

    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 120,101 shares
    Change vs previous 13F -1,437 shares

    0.07% of the 13F portfolio, value $10,781,467.

    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 121,538 shares
    Change vs previous 13F -3,739 shares

    0.07% of the 13F portfolio, value $10,310,070.

    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 125,277 shares
    Change vs previous 13F +9,230 shares

    0.06% of the 13F portfolio, value $8,164,303.

    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 116,047 shares
    Change vs previous 13F -64,021 shares

    0.08% of the 13F portfolio, value $8,589,800.

    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 180,068 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,093,435.

    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).