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Sequoia Financial Advisors, LLC: HSBC position timeline

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

Sequoia Financial Advisors, LLC held 59,033 HSBC 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 59,033 shares
    Change vs previous 13F -171 shares

    0.03% of the 13F portfolio, value $5,613,473.

    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 59,204 shares
    Change vs previous 13F -2,519 shares

    0.03% of the 13F portfolio, value $4,883,735.

    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 61,723 shares
    Change vs previous 13F +294 shares

    0.03% of the 13F portfolio, value $4,855,731.

    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 61,429 shares
    Change vs previous 13F +4,673 shares

    0.03% of the 13F portfolio, value $4,360,224.

    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 56,756 shares
    Change vs previous 13F +971 shares

    0.02% of the 13F portfolio, value $3,450,202.

    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 55,785 shares
    Change vs previous 13F +970 shares

    0.02% of the 13F portfolio, value $3,203,715.

    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 54,815 shares
    Change vs previous 13F +1,575 shares

    0.03% of the 13F portfolio, value $2,711,163.

    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 53,240 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,405,931.

    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).