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Sequoia Financial Advisors, LLC: PM position timeline

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

Sequoia Financial Advisors, LLC held 102,997 PM 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 102,997 shares
    Change vs previous 13F -1,716 shares

    0.09% of the 13F portfolio, value $18,633,189.

    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 104,713 shares
    Change vs previous 13F +1,763 shares

    0.1% of the 13F portfolio, value $17,313,187.

    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 102,950 shares
    Change vs previous 13F +1,490 shares

    0.09% of the 13F portfolio, value $16,513,152.

    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 101,460 shares
    Change vs previous 13F +2,504 shares

    0.1% of the 13F portfolio, value $16,456,781.

    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 98,956 shares
    Change vs previous 13F +9,801 shares

    0.12% of the 13F portfolio, value $18,022,781.

    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 89,155 shares
    Change vs previous 13F +1,682 shares

    0.11% of the 13F portfolio, value $14,151,530.

    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 87,473 shares
    Change vs previous 13F +51,277 shares

    0.1% of the 13F portfolio, value $10,527,329.

    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 36,196 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,394,187.

    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).