Sequoia Financial Advisors, LLC: MKL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on MKL, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 1,526 MKL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,526 sharesChange vs previous 13F +26 shares
0.01% of the 13F portfolio, value $2,979,897.
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 1,500 sharesChange vs previous 13F -231 shares
0.02% of the 13F portfolio, value $2,870,717.
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 1,731 sharesChange vs previous 13F +210 shares
0.02% of the 13F portfolio, value $3,720,608.
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 1,521 sharesChange vs previous 13F -6 shares
0.02% of the 13F portfolio, value $2,906,791.
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 1,527 sharesChange vs previous 13F +13 shares
0.02% of the 13F portfolio, value $3,049,564.
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 1,514 sharesChange vs previous 13F -103 shares
0.02% of the 13F portfolio, value $2,830,211.
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 1,617 sharesChange vs previous 13F +50 shares
0.03% of the 13F portfolio, value $2,791,314.
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 1,567 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,457,966.
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).