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Sequoia Financial Advisors, LLC: NU position timeline

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

Sequoia Financial Advisors, LLC held 201,341 NU 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 201,341 shares
    Change vs previous 13F +4,664 shares

    0.01% of the 13F portfolio, value $2,689,916.

    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 196,677 shares
    Change vs previous 13F +17,140 shares

    0.02% of the 13F portfolio, value $2,826,249.

    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 179,537 shares
    Change vs previous 13F +2,789 shares

    0.02% of the 13F portfolio, value $3,005,449.

    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 176,748 shares
    Change vs previous 13F +6,263 shares

    0.02% of the 13F portfolio, value $2,829,736.

    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 170,485 shares
    Change vs previous 13F +5,588 shares

    0.02% of the 13F portfolio, value $2,339,055.

    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 164,897 shares
    Change vs previous 13F +138,211 shares

    0.01% of the 13F portfolio, value $1,688,546.

    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 26,686 shares
    Change vs previous 13F +14,065 shares

    <0.01% of the 13F portfolio, value $276,467.

    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 12,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $172,277.

    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).