Skip to content
Disclosery

Sequoia Financial Advisors, LLC: MUFG position timeline

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

Sequoia Financial Advisors, LLC held 80,661 MUFG 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 80,661 shares
    Change vs previous 13F -51,670 shares

    0.01% of the 13F portfolio, value $1,604,345.

    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 132,331 shares
    Change vs previous 13F +72,603 shares

    0.01% of the 13F portfolio, value $2,245,655.

    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 59,728 shares
    Change vs previous 13F +1,694 shares

    0.01% of the 13F portfolio, value $947,287.

    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 58,034 shares
    Change vs previous 13F +5,171 shares

    0.01% of the 13F portfolio, value $925,062.

    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 52,863 shares
    Change vs previous 13F +4,733 shares

    <0.01% of the 13F portfolio, value $725,281.

    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 48,130 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $656,012.

    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 48,892 shares
    Change vs previous 13F +401 shares

    0.01% of the 13F portfolio, value $573,015.

    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 48,491 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $493,639.

    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).