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Sequoia Financial Advisors, LLC: IBN position timeline

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

Sequoia Financial Advisors, LLC held 107,529 IBN 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 107,529 shares
    Change vs previous 13F +5,307 shares

    0.02% of the 13F portfolio, value $3,121,581.

    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 102,222 shares
    Change vs previous 13F +23,180 shares

    0.01% of the 13F portfolio, value $2,647,563.

    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 79,042 shares
    Change vs previous 13F -2,413 shares

    0.01% of the 13F portfolio, value $2,355,443.

    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 81,455 shares
    Change vs previous 13F +7,859 shares

    0.02% of the 13F portfolio, value $2,462,376.

    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 73,596 shares
    Change vs previous 13F -1,765 shares

    0.02% of the 13F portfolio, value $2,475,775.

    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 75,361 shares
    Change vs previous 13F -35,563 shares

    0.02% of the 13F portfolio, value $2,375,384.

    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 110,924 shares
    Change vs previous 13F +2,216 shares

    0.03% of the 13F portfolio, value $3,312,191.

    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 108,708 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,244,934.

    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).