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Sequoia Financial Advisors, LLC: PB position timeline

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

Sequoia Financial Advisors, LLC held 12,586 PB 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 12,586 shares
    Change vs previous 13F +2,520 shares

    <0.01% of the 13F portfolio, value $919,156.

    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 10,066 shares
    Change vs previous 13F -10,043 shares

    <0.01% of the 13F portfolio, value $676,234.

    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 20,109 shares
    Change vs previous 13F +7,857 shares

    0.01% of the 13F portfolio, value $1,389,733.

    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 12,252 shares
    Change vs previous 13F +4,106 shares

    <0.01% of the 13F portfolio, value $812,921.

    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 8,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $572,176.

    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).