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Sequoia Financial Advisors, LLC: PEP position timeline

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

Sequoia Financial Advisors, LLC held 115,964 PEP 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 115,964 shares
    Change vs previous 13F -4,389 shares

    0.08% of the 13F portfolio, value $15,701,509.

    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 120,353 shares
    Change vs previous 13F -7,926 shares

    0.1% of the 13F portfolio, value $18,689,619.

    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 128,279 shares
    Change vs previous 13F +13,009 shares

    0.1% of the 13F portfolio, value $18,410,648.

    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 115,270 shares
    Change vs previous 13F +9,680 shares

    0.1% of the 13F portfolio, value $16,188,441.

    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 105,590 shares
    Change vs previous 13F -119,744 shares

    0.1% of the 13F portfolio, value $13,942,034.

    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 225,334 shares
    Change vs previous 13F +11,426 shares

    0.26% of the 13F portfolio, value $33,786,623.

    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 213,908 shares
    Change vs previous 13F +7,959 shares

    0.31% of the 13F portfolio, value $32,526,777.

    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 205,949 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $35,021,648.

    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).