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Sequoia Financial Advisors, LLC: PSLV position timeline

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

Sequoia Financial Advisors, LLC held 100,064 PSLV 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 100,064 shares
    Change vs previous 13F +441 shares

    0.01% of the 13F portfolio, value $1,888,208.

    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 99,623 shares
    Change vs previous 13F +4,118 shares

    0.01% of the 13F portfolio, value $2,429,805.

    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 95,505 shares
    Change vs previous 13F +937 shares

    0.01% of the 13F portfolio, value $2,258,694.

    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 94,568 shares
    Change vs previous 13F +13,826 shares

    0.01% of the 13F portfolio, value $1,484,718.

    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 80,742 shares
    Change vs previous 13F +5,475 shares

    0.01% of the 13F portfolio, value $988,283.

    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 75,267 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $873,098.

    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 74,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,243.

    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).