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Sequoia Financial Advisors, LLC: MUB position timeline

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

Sequoia Financial Advisors, LLC held 2,128,656 MUB 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 2,128,656 shares
    Change vs previous 13F +151,637 shares

    1.14% of the 13F portfolio, value $229,085,905.

    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 1,977,019 shares
    Change vs previous 13F +210,628 shares

    1.18% of the 13F portfolio, value $209,860,531.

    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 1,766,391 shares
    Change vs previous 13F +61,611 shares

    1.06% of the 13F portfolio, value $189,198,160.

    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 1,704,780 shares
    Change vs previous 13F +29,907 shares

    1.11% of the 13F portfolio, value $181,542,068.

    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 1,674,873 shares
    Change vs previous 13F +97,711 shares

    1.2% of the 13F portfolio, value $174,990,720.

    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 1,577,162 shares
    Change vs previous 13F +264,260 shares

    1.28% of the 13F portfolio, value $166,295,957.

    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 1,312,902 shares
    Change vs previous 13F +289,407 shares

    1.35% of the 13F portfolio, value $139,889,677.

    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 1,023,495 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $111,182,252.

    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).