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Sequoia Financial Advisors, LLC: IJR position timeline

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

Sequoia Financial Advisors, LLC held 733,683 IJR 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 733,683 shares
    Change vs previous 13F +28,228 shares

    0.54% of the 13F portfolio, value $108,812,580.

    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 705,455 shares
    Change vs previous 13F +16,129 shares

    0.49% of the 13F portfolio, value $87,695,052.

    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 689,326 shares
    Change vs previous 13F +114,298 shares

    0.46% of the 13F portfolio, value $82,843,183.

    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 575,028 shares
    Change vs previous 13F -453,095 shares

    0.42% of the 13F portfolio, value $68,330,625.

    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 1,028,123 shares
    Change vs previous 13F +78,649 shares

    0.77% of the 13F portfolio, value $112,363,577.

    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 949,474 shares
    Change vs previous 13F +13,793 shares

    0.77% of the 13F portfolio, value $99,286,527.

    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 935,681 shares
    Change vs previous 13F +66,742 shares

    1.04% of the 13F portfolio, value $107,809,210.

    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 868,939 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $101,631,091.

    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).