Skip to content
Disclosery

Sequoia Financial Advisors, LLC: NI position timeline

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

Sequoia Financial Advisors, LLC held 50,445 NI 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 50,445 shares
    Change vs previous 13F -2,633 shares

    0.01% of the 13F portfolio, value $2,398,641.

    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 53,078 shares
    Change vs previous 13F -6,079 shares

    0.01% of the 13F portfolio, value $2,476,598.

    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 59,157 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $2,470,386.

    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 59,034 shares
    Change vs previous 13F +11,635 shares

    0.02% of the 13F portfolio, value $2,556,165.

    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 47,399 shares
    Change vs previous 13F +19,211 shares

    0.01% of the 13F portfolio, value $1,912,089.

    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 28,188 shares
    Change vs previous 13F -134,856 shares

    0.01% of the 13F portfolio, value $1,130,074.

    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 163,044 shares
    Change vs previous 13F -14,416 shares

    0.06% of the 13F portfolio, value $5,993,503.

    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 177,460 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,148,975.

    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).