Sequoia Financial Advisors, LLC: PRF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on PRF, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 40,188 PRF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 40,188 sharesChange vs previous 13F -97 shares
0.01% of the 13F portfolio, value $2,171,343.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,285 sharesChange vs previous 13F -626 shares
0.01% of the 13F portfolio, value $1,914,769.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,911 sharesChange vs previous 13F -949 shares
0.01% of the 13F portfolio, value $1,919,553.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,860 sharesChange vs previous 13F +9,953 shares
0.01% of the 13F portfolio, value $1,892,512.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 31,907 sharesChange vs previous 13F +1,378 shares
0.01% of the 13F portfolio, value $1,348,722.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 30,529 sharesChange vs previous 13F -2,423 shares
0.01% of the 13F portfolio, value $1,233,659.
13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 32,952 sharesChange vs previous 13F +1,423 shares
0.01% of the 13F portfolio, value $1,329,291.
13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,529 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,281,039.
13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).