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Sequoia Financial Advisors, LLC: HDB position timeline

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

Sequoia Financial Advisors, LLC held 65,893 HDB 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 65,893 shares
    Change vs previous 13F -3,053 shares

    0.01% of the 13F portfolio, value $1,702,017.

    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 68,946 shares
    Change vs previous 13F -5,252 shares

    0.01% of the 13F portfolio, value $1,715,377.

    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 74,198 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $2,711,195.

    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 73,853 shares
    Change vs previous 13F +39,780 shares

    0.02% of the 13F portfolio, value $2,522,814.

    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 34,073 shares
    Change vs previous 13F +1,133 shares

    0.02% of the 13F portfolio, value $2,612,414.

    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 32,940 shares
    Change vs previous 13F +3,894 shares

    0.02% of the 13F portfolio, value $2,188,566.

    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 29,046 shares
    Change vs previous 13F +12,271 shares

    0.02% of the 13F portfolio, value $1,854,882.

    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 16,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,049,444.

    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).