Sequoia Financial Advisors, LLC: PUK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on PUK, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 12,934 PUK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 12,934 sharesChange vs previous 13F -6,506 shares
<0.01% of the 13F portfolio, value $346,774.
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 19,440 sharesChange vs previous 13F +6,124 shares
<0.01% of the 13F portfolio, value $552,668.
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 13,316 sharesChange vs previous 13F +63 shares
<0.01% of the 13F portfolio, value $414,395.
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 13,253 sharesChange vs previous 13F +5,084 shares
<0.01% of the 13F portfolio, value $370,943.
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 8,169 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $204,381.
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).