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Sequoia Financial Advisors, LLC: NTRS position timeline

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

Sequoia Financial Advisors, LLC held 22,309 NTRS 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 22,309 shares
    Change vs previous 13F +1,121 shares

    0.02% of the 13F portfolio, value $3,878,200.

    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 21,188 shares
    Change vs previous 13F +470 shares

    0.02% of the 13F portfolio, value $2,957,160.

    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 20,718 shares
    Change vs previous 13F +4,206 shares

    0.02% of the 13F portfolio, value $2,829,864.

    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 16,512 shares
    Change vs previous 13F +476 shares

    0.01% of the 13F portfolio, value $2,222,469.

    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 16,036 shares
    Change vs previous 13F +2,457 shares

    0.01% of the 13F portfolio, value $2,033,186.

    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 13,579 shares
    Change vs previous 13F -19,312 shares

    0.01% of the 13F portfolio, value $1,339,534.

    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 32,891 shares
    Change vs previous 13F +586 shares

    0.03% of the 13F portfolio, value $3,371,279.

    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 32,305 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,908,519.

    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).