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Sequoia Financial Advisors, LLC: KEP position timeline

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

Sequoia Financial Advisors, LLC held 136,803 KEP 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 136,803 shares
    Change vs previous 13F +69,166 shares

    0.01% of the 13F portfolio, value $1,655,312.

    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 67,637 shares
    Change vs previous 13F +3,696 shares

    0.01% of the 13F portfolio, value $963,828.

    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 63,941 shares
    Change vs previous 13F -461 shares

    0.01% of the 13F portfolio, value $1,055,027.

    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 64,402 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $840,447.

    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 64,355 shares
    Change vs previous 13F +3,647 shares

    0.01% of the 13F portfolio, value $916,416.

    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 60,708 shares
    Change vs previous 13F +8,118 shares

    <0.01% of the 13F portfolio, value $449,847.

    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 52,590 shares
    Change vs previous 13F +626 shares

    <0.01% of the 13F portfolio, value $361,820.

    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 51,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,241.

    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).