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Sequoia Financial Advisors, LLC: MSFT position timeline

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

Sequoia Financial Advisors, LLC held 906,219 MSFT 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 906,219 shares
    Change vs previous 13F +73,426 shares

    1.69% of the 13F portfolio, value $338,037,842.

    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 832,793 shares
    Change vs previous 13F -19,596 shares

    1.73% of the 13F portfolio, value $308,274,816.

    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 852,389 shares
    Change vs previous 13F +82,439 shares

    2.31% of the 13F portfolio, value $412,232,008.

    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 769,950 shares
    Change vs previous 13F +41,167 shares

    2.43% of the 13F portfolio, value $398,795,371.

    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 728,783 shares
    Change vs previous 13F +45,809 shares

    2.49% of the 13F portfolio, value $362,504,320.

    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 682,974 shares
    Change vs previous 13F +62,618 shares

    1.98% of the 13F portfolio, value $256,381,449.

    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 620,356 shares
    Change vs previous 13F -4,519 shares

    2.52% of the 13F portfolio, value $261,480,185.

    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 624,875 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $268,883,765.

    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).