Sequoia Financial Advisors, LLC: IBDS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on IBDS, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 88,225 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 88,225 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $2,136,810.
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 88,225 sharesChange vs previous 13F +8,220 shares
0.01% of the 13F portfolio, value $2,138,574.
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 80,005 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $1,942,522.
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 80,005 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $1,947,322.
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 80,005 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,941,722.
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).