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Sequoia Financial Advisors, LLC: GLTR position timeline

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

Sequoia Financial Advisors, LLC held 161,492 GLTR 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 161,492 shares
    Change vs previous 13F -2,026 shares

    0.15% of the 13F portfolio, value $29,254,276.

    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 163,518 shares
    Change vs previous 13F -2,873 shares

    0.2% of the 13F portfolio, value $35,764,657.

    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 166,391 shares
    Change vs previous 13F -4,333 shares

    0.19% of the 13F portfolio, value $34,209,990.

    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 170,724 shares
    Change vs previous 13F -1,766 shares

    0.17% of the 13F portfolio, value $28,246,286.

    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 172,490 shares
    Change vs previous 13F -17,688 shares

    0.16% of the 13F portfolio, value $23,829,494.

    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 190,178 shares
    Change vs previous 13F -16,389 shares

    0.19% of the 13F portfolio, value $24,622,346.

    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 206,567 shares
    Change vs previous 13F +204,095 shares

    0.22% of the 13F portfolio, value $22,681,057.

    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 2,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $280,053.

    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).