Skip to content
Disclosery

Sequoia Financial Advisors, LLC: PEGA position timeline

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

Sequoia Financial Advisors, LLC held 9,406 PEGA 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 9,406 shares
    Change vs previous 13F +1,583 shares

    <0.01% of the 13F portfolio, value $281,898.

    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 7,823 shares
    Change vs previous 13F -395 shares

    <0.01% of the 13F portfolio, value $332,947.

    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 8,218 shares
    Change vs previous 13F +3,345 shares

    <0.01% of the 13F portfolio, value $490,779.

    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 4,873 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $280,198.

    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).