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Sequoia Financial Advisors, LLC: PPL position timeline

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

Sequoia Financial Advisors, LLC held 38,642 PPL 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 38,642 shares
    Change vs previous 13F +4,536 shares

    0.01% of the 13F portfolio, value $1,404,643.

    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 34,106 shares
    Change vs previous 13F -1,230 shares

    0.01% of the 13F portfolio, value $1,302,839.

    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 35,336 shares
    Change vs previous 13F -8,798 shares

    0.01% of the 13F portfolio, value $1,237,478.

    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 44,134 shares
    Change vs previous 13F +11,025 shares

    0.01% of the 13F portfolio, value $1,640,019.

    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 33,109 shares
    Change vs previous 13F +19,171 shares

    0.01% of the 13F portfolio, value $1,122,055.

    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 13,938 shares
    Change vs previous 13F +2,116 shares

    <0.01% of the 13F portfolio, value $503,294.

    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 11,822 shares
    Change vs previous 13F +1,399 shares

    <0.01% of the 13F portfolio, value $383,730.

    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 10,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,857.

    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).