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Sequoia Financial Advisors, LLC: IBM position timeline

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

Sequoia Financial Advisors, LLC held 221,104 IBM 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 221,104 shares
    Change vs previous 13F +14,178 shares

    0.31% of the 13F portfolio, value $62,176,551.

    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 206,926 shares
    Change vs previous 13F +304 shares

    0.28% of the 13F portfolio, value $50,156,665.

    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 206,622 shares
    Change vs previous 13F +11,371 shares

    0.34% of the 13F portfolio, value $61,203,439.

    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 195,251 shares
    Change vs previous 13F +5,413 shares

    0.34% of the 13F portfolio, value $55,091,976.

    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 189,838 shares
    Change vs previous 13F +10,213 shares

    0.38% of the 13F portfolio, value $55,960,395.

    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 179,625 shares
    Change vs previous 13F +5,693 shares

    0.34% of the 13F portfolio, value $44,665,745.

    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 173,932 shares
    Change vs previous 13F +56,353 shares

    0.37% of the 13F portfolio, value $38,235,424.

    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 117,579 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $25,994,424.

    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).