Skip to content
Disclosery

Sequoia Financial Advisors, LLC: IVE position timeline

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

Sequoia Financial Advisors, LLC held 24,950 IVE 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 24,950 shares
    Change vs previous 13F +375 shares

    0.03% of the 13F portfolio, value $5,665,065.

    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 24,575 shares
    Change vs previous 13F -2,217 shares

    0.03% of the 13F portfolio, value $5,189,065.

    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 26,792 shares
    Change vs previous 13F -545 shares

    0.03% of the 13F portfolio, value $5,681,784.

    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 27,337 shares
    Change vs previous 13F -1,308 shares

    0.03% of the 13F portfolio, value $5,645,364.

    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 28,645 shares
    Change vs previous 13F +1,048 shares

    0.04% of the 13F portfolio, value $5,597,886.

    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 27,597 shares
    Change vs previous 13F +18,067 shares

    0.04% of the 13F portfolio, value $5,259,382.

    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 9,530 shares
    Change vs previous 13F -3,343 shares

    0.02% of the 13F portfolio, value $1,819,139.

    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 12,873 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,538,174.

    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).