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Sequoia Financial Advisors, LLC: MRSH position timeline

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

Sequoia Financial Advisors, LLC held 15,030 MRSH 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 15,030 shares
    Change vs previous 13F -4,028 shares

    0.01% of the 13F portfolio, value $2,505,071.

    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 19,058 shares
    Change vs previous 13F +1,973 shares

    0.02% of the 13F portfolio, value $3,305,552.

    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 17,085 shares
    Change vs previous 13F -702 shares

    0.02% of the 13F portfolio, value $3,169,525.

    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 17,787 shares
    Change vs previous 13F -166,938 shares

    0.02% of the 13F portfolio, value $3,584,524.

    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 184,725 shares
    Change vs previous 13F +14,285 shares

    0.28% of the 13F portfolio, value $40,388,282.

    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 170,440 shares
    Change vs previous 13F +39,931 shares

    0.32% of the 13F portfolio, value $41,592,404.

    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 130,509 shares
    Change vs previous 13F +15,079 shares

    0.27% of the 13F portfolio, value $27,721,342.

    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 115,430 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $25,751,316.

    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).