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Sequoia Financial Advisors, LLC: NWBI position timeline

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

Sequoia Financial Advisors, LLC held 183,809 NWBI 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 183,809 shares
    Change vs previous 13F +9,079 shares

    0.01% of the 13F portfolio, value $2,786,538.

    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 174,730 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $2,217,325.

    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 175,059 shares
    Change vs previous 13F +8,825 shares

    0.01% of the 13F portfolio, value $2,100,706.

    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 166,234 shares
    Change vs previous 13F +11,200 shares

    0.01% of the 13F portfolio, value $2,059,642.

    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 155,034 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $1,981,337.

    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 154,776 shares
    Change vs previous 13F +9,845 shares

    0.01% of the 13F portfolio, value $1,860,404.

    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 144,931 shares
    Change vs previous 13F +167 shares

    0.02% of the 13F portfolio, value $1,911,646.

    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 144,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,936,947.

    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).