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Sequoia Financial Advisors, LLC: IBHF position timeline

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

Sequoia Financial Advisors, LLC held 159,854 IBHF 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 159,854 shares
    Change vs previous 13F -178,118 shares

    0.02% of the 13F portfolio, value $3,620,694.

    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 337,972 shares
    Change vs previous 13F -624,767 shares

    0.04% of the 13F portfolio, value $7,756,458.

    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 962,739 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $22,220,018.

    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).