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Sequoia Financial Advisors, LLC: HELO position timeline

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

Sequoia Financial Advisors, LLC held 3,317 HELO 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 3,317 shares
    Change vs previous 13F -7,088 shares

    <0.01% of the 13F portfolio, value $224,163.

    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 10,405 shares
    Change vs previous 13F -5,649 shares

    <0.01% of the 13F portfolio, value $664,984.

    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 16,054 shares
    Change vs previous 13F -2,762 shares

    0.01% of the 13F portfolio, value $1,066,467.

    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 18,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,223,040.

    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).