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Sequoia Financial Advisors, LLC: IXUS position timeline

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

Sequoia Financial Advisors, LLC held 6,296,845 IXUS 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 6,296,845 shares
    Change vs previous 13F +247,729 shares

    3% of the 13F portfolio, value $600,970,905.

    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 6,049,116 shares
    Change vs previous 13F +233,491 shares

    2.94% of the 13F portfolio, value $524,095,380.

    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 5,815,625 shares
    Change vs previous 13F -25,122 shares

    2.76% of the 13F portfolio, value $492,234,470.

    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 5,840,747 shares
    Change vs previous 13F +291,333 shares

    2.94% of the 13F portfolio, value $482,328,908.

    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 5,549,414 shares
    Change vs previous 13F +497,578 shares

    2.94% of the 13F portfolio, value $429,025,232.

    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 5,051,836 shares
    Change vs previous 13F +932,456 shares

    2.72% of the 13F portfolio, value $352,668,645.

    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 4,119,380 shares
    Change vs previous 13F +206,708 shares

    2.63% of the 13F portfolio, value $272,455,822.

    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 3,912,672 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $284,177,383.

    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).