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Sequoia Financial Advisors, LLC: JEF position timeline

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

Sequoia Financial Advisors, LLC held 182,934 JEF 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 182,934 shares
    Change vs previous 13F +10,264 shares

    0.05% of the 13F portfolio, value $9,143,053.

    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 172,670 shares
    Change vs previous 13F -3,935 shares

    0.04% of the 13F portfolio, value $7,126,075.

    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 176,605 shares
    Change vs previous 13F +5,618 shares

    0.06% of the 13F portfolio, value $10,944,184.

    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 170,987 shares
    Change vs previous 13F +1,542 shares

    0.07% of the 13F portfolio, value $11,185,968.

    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 169,445 shares
    Change vs previous 13F +20,728 shares

    0.06% of the 13F portfolio, value $9,266,959.

    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 148,717 shares
    Change vs previous 13F +4,846 shares

    0.06% of the 13F portfolio, value $7,966,772.

    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 143,871 shares
    Change vs previous 13F +23,864 shares

    0.11% of the 13F portfolio, value $11,279,496.

    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 120,007 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,386,414.

    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).