Sequoia Financial Advisors, LLC: IVZ position timeline

Sequoia Financial Advisors, LLC held 58,792 IVZ 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 58,792 shares

   Change vs previous 13F +18,451 shares

   0.01% of the 13F portfolio, value $1,551,524.

   13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 40,341 shares

   Change vs previous 13F -8,003 shares

   0.01% of the 13F portfolio, value $979,886.

   13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 48,344 shares

   Change vs previous 13F +20,503 shares

   0.01% of the 13F portfolio, value $1,269,990.

   13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 27,841 shares

   Change vs previous 13F +17,798 shares

   <0.01% of the 13F portfolio, value $638,666.

   13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 10,043 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $158,382.

   13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).