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Sequoia Financial Advisors, LLC: MTD position timeline

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

Sequoia Financial Advisors, LLC held 921 MTD 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 921 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $1,176,005.

    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 1,060 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $1,336,293.

    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 933 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $1,300,111.

    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 761 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $933,622.

    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 623 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $731,287.

    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 627 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $740,242.

    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 616 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $753,286.

    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 558 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $836,218.

    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).