Sequoia Financial Advisors, LLC: MORN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on MORN, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 2,575 MORN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,575 sharesChange vs previous 13F +703 shares
<0.01% of the 13F portfolio, value $401,752.
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 1,872 sharesChange vs previous 13F -1,088 shares
<0.01% of the 13F portfolio, value $316,462.
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 2,960 sharesChange vs previous 13F +1,899 shares
<0.01% of the 13F portfolio, value $643,238.
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 1,061 sharesChange vs previous 13F +261 shares
<0.01% of the 13F portfolio, value $246,163.
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 800 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $251,144.
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).