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Sequoia Financial Advisors, LLC: NDAQ position timeline

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

Sequoia Financial Advisors, LLC held 85,621 NDAQ 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 85,621 shares
    Change vs previous 13F +12,398 shares

    0.03% of the 13F portfolio, value $6,748,666.

    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 73,223 shares
    Change vs previous 13F -4,874 shares

    0.03% of the 13F portfolio, value $6,215,863.

    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 78,097 shares
    Change vs previous 13F +8,112 shares

    0.04% of the 13F portfolio, value $7,585,539.

    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 69,985 shares
    Change vs previous 13F +3,205 shares

    0.04% of the 13F portfolio, value $6,190,208.

    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 66,780 shares
    Change vs previous 13F +9,609 shares

    0.04% of the 13F portfolio, value $5,971,476.

    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 57,171 shares
    Change vs previous 13F +4,447 shares

    0.03% of the 13F portfolio, value $4,337,020.

    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 52,724 shares
    Change vs previous 13F +1,862 shares

    0.04% of the 13F portfolio, value $4,076,093.

    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 50,862 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,713,438.

    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).