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Sequoia Financial Advisors, LLC: IMTM position timeline

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

Sequoia Financial Advisors, LLC held 199,961 IMTM 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 199,961 shares
    Change vs previous 13F -1,132 shares

    0.05% of the 13F portfolio, value $10,663,941.

    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 201,093 shares
    Change vs previous 13F -3,707 shares

    0.05% of the 13F portfolio, value $9,656,478.

    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 204,800 shares
    Change vs previous 13F -19,273 shares

    0.05% of the 13F portfolio, value $9,824,250.

    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 224,073 shares
    Change vs previous 13F -15,042 shares

    0.07% of the 13F portfolio, value $10,728,626.

    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 239,115 shares
    Change vs previous 13F -112,536 shares

    0.07% of the 13F portfolio, value $10,925,164.

    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 351,651 shares
    Change vs previous 13F -100,474 shares

    0.11% of the 13F portfolio, value $14,044,946.

    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 452,125 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $16,909,489.

    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).