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Sequoia Financial Advisors, LLC: PLTR position timeline

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

Sequoia Financial Advisors, LLC held 243,293 PLTR 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 243,293 shares
    Change vs previous 13F +6,397 shares

    0.14% of the 13F portfolio, value $28,385,045.

    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 236,896 shares
    Change vs previous 13F +2,835 shares

    0.19% of the 13F portfolio, value $34,653,124.

    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 234,061 shares
    Change vs previous 13F -849 shares

    0.23% of the 13F portfolio, value $41,604,344.

    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 234,910 shares
    Change vs previous 13F -60,458 shares

    0.26% of the 13F portfolio, value $42,852,356.

    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 295,368 shares
    Change vs previous 13F +10,560 shares

    0.28% of the 13F portfolio, value $40,264,534.

    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 284,808 shares
    Change vs previous 13F +3,080 shares

    0.19% of the 13F portfolio, value $24,037,831.

    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 281,728 shares
    Change vs previous 13F -8,478 shares

    0.21% of the 13F portfolio, value $21,307,087.

    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 290,206 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,795,649.

    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).