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
- period ended2026-06-3013F 12,586 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,066 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,109 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,252 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 8,146 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).