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Sequoia Financial Advisors, LLC: PWR position timeline

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

Sequoia Financial Advisors, LLC held 135,883 PWR 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 135,883 shares
    Change vs previous 13F +7,039 shares

    0.49% of the 13F portfolio, value $97,841,083.

    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 128,844 shares
    Change vs previous 13F -1,592 shares

    0.4% of the 13F portfolio, value $70,737,735.

    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 130,436 shares
    Change vs previous 13F +3,966 shares

    0.31% of the 13F portfolio, value $55,051,760.

    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 126,470 shares
    Change vs previous 13F +31,521 shares

    0.32% of the 13F portfolio, value $52,411,700.

    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 94,949 shares
    Change vs previous 13F +29,168 shares

    0.25% of the 13F portfolio, value $35,898,235.

    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 65,781 shares
    Change vs previous 13F +60,151 shares

    0.13% of the 13F portfolio, value $16,720,299.

    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 5,630 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $1,779,311.

    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 5,372 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,601,755.

    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).