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Sequoia Financial Advisors, LLC: ITRI position timeline

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

Sequoia Financial Advisors, LLC held 39,348 ITRI 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 39,348 shares
    Change vs previous 13F +4,743 shares

    0.02% of the 13F portfolio, value $3,404,783.

    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 34,605 shares
    Change vs previous 13F +1,516 shares

    0.02% of the 13F portfolio, value $3,101,646.

    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 33,089 shares
    Change vs previous 13F +2,320 shares

    0.02% of the 13F portfolio, value $3,072,645.

    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 30,769 shares
    Change vs previous 13F +1,745 shares

    0.02% of the 13F portfolio, value $3,832,587.

    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 29,024 shares
    Change vs previous 13F +1,386 shares

    0.03% of the 13F portfolio, value $3,820,430.

    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 27,638 shares
    Change vs previous 13F +2,244 shares

    0.02% of the 13F portfolio, value $2,895,357.

    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 25,394 shares
    Change vs previous 13F +1,268 shares

    0.03% of the 13F portfolio, value $2,757,281.

    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 24,126 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,576,899.

    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).