Sequoia Financial Advisors, LLC: HWC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on HWC, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 17,434 HWC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 17,434 sharesChange vs previous 13F +2,987 shares
0.01% of the 13F portfolio, value $1,302,669.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,447 sharesChange vs previous 13F +2,363 shares
0.01% of the 13F portfolio, value $918,685.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,084 sharesChange vs previous 13F +651 shares
<0.01% of the 13F portfolio, value $769,510.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,433 sharesChange vs previous 13F +4,287 shares
<0.01% of the 13F portfolio, value $715,821.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 7,146 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $410,181.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).