Sequoia Financial Advisors, LLC: LAZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on LAZ, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 6,109 LAZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 6,109 sharesChange vs previous 13F -2,516 shares
<0.01% of the 13F portfolio, value $256,197.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,625 sharesChange vs previous 13F -1,274 shares
<0.01% of the 13F portfolio, value $366,408.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,899 sharesChange vs previous 13F +2,970 shares
<0.01% of the 13F portfolio, value $480,712.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,929 sharesChange vs previous 13F +2,524 shares
<0.01% of the 13F portfolio, value $365,725.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,405 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $211,367.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).