Sequoia Financial Advisors, LLC: MSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on MSM, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 7,834 MSM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 7,834 sharesChange vs previous 13F +1,307 shares
<0.01% of the 13F portfolio, value $931,798.
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 6,527 sharesChange vs previous 13F -1,800 shares
<0.01% of the 13F portfolio, value $602,273.
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 8,327 sharesChange vs previous 13F +529 shares
<0.01% of the 13F portfolio, value $700,301.
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 7,798 sharesChange vs previous 13F +2,131 shares
<0.01% of the 13F portfolio, value $718,508.
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 5,667 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $481,793.
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).