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Sequoia Financial Advisors, LLC: PTC position timeline

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

Sequoia Financial Advisors, LLC held 4,411 PTC 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 4,411 shares
    Change vs previous 13F -1,612 shares

    <0.01% of the 13F portfolio, value $501,163.

    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 6,023 shares
    Change vs previous 13F +1,459 shares

    <0.01% of the 13F portfolio, value $858,253.

    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 4,564 shares
    Change vs previous 13F +1,145 shares

    <0.01% of the 13F portfolio, value $795,102.

    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 3,419 shares
    Change vs previous 13F +1,168 shares

    <0.01% of the 13F portfolio, value $694,126.

    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 2,251 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $387,938.

    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 2,014 shares
    Change vs previous 13F +154 shares

    <0.01% of the 13F portfolio, value $312,135.

    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 1,860 shares
    Change vs previous 13F +399 shares

    <0.01% of the 13F portfolio, value $341,999.

    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 1,461 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,944.

    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).