Sequoia Financial Advisors, LLC: LYG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on LYG, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 117,216 LYG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 117,216 sharesChange vs previous 13F -4,254 shares
<0.01% of the 13F portfolio, value $683,371.
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 121,470 sharesChange vs previous 13F +7,140 shares
<0.01% of the 13F portfolio, value $610,995.
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 114,330 sharesChange vs previous 13F +1,448 shares
<0.01% of the 13F portfolio, value $605,950.
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 112,882 sharesChange vs previous 13F +31,199 shares
<0.01% of the 13F portfolio, value $512,486.
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 81,683 sharesChange vs previous 13F +6,312 shares
<0.01% of the 13F portfolio, value $347,154.
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).
- period ended2025-03-3113F/A 75,371 sharesChange vs previous 13F +7,203 shares
<0.01% of the 13F portfolio, value $287,916.
13F-HR 0001085146-25-002275 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 ended2024-12-3113F/A 68,168 sharesChange vs previous 13F +2,848 shares
<0.01% of the 13F portfolio, value $185,418.
13F-HR/A 0001085146-25-004759 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 ended2024-09-3013F 65,320 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $203,799.
13F-HR 0001085146-24-005038 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).