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Sequoia Financial Advisors, LLC: PSA position timeline

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

Sequoia Financial Advisors, LLC held 18,914 PSA 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 18,914 shares
    Change vs previous 13F +183 shares

    0.03% of the 13F portfolio, value $6,020,416.

    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 18,731 shares
    Change vs previous 13F +2,129 shares

    0.03% of the 13F portfolio, value $5,073,877.

    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 16,602 shares
    Change vs previous 13F -1,283 shares

    0.02% of the 13F portfolio, value $4,308,340.

    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 17,885 shares
    Change vs previous 13F +514 shares

    0.03% of the 13F portfolio, value $5,165,981.

    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 17,371 shares
    Change vs previous 13F +8,507 shares

    0.03% of the 13F portfolio, value $5,097,039.

    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 8,864 shares
    Change vs previous 13F +392 shares

    0.02% of the 13F portfolio, value $2,652,919.

    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 8,472 shares
    Change vs previous 13F +1,710 shares

    0.02% of the 13F portfolio, value $2,536,898.

    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 6,762 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,460,333.

    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).