Sequoia Financial Advisors, LLC: SAP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on SAP, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 14,899 SAP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 14,899 sharesChange vs previous 13F -3,192 shares
0.01% of the 13F portfolio, value $2,296,051.
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 18,091 sharesChange vs previous 13F +6,763 shares
0.02% of the 13F portfolio, value $3,097,354.
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 11,328 sharesChange vs previous 13F -2,745 shares
0.02% of the 13F portfolio, value $2,751,667.
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 14,073 sharesChange vs previous 13F +197 shares
0.02% of the 13F portfolio, value $3,760,341.
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 13,876 sharesChange vs previous 13F +1,835 shares
0.03% of the 13F portfolio, value $4,219,557.
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).
- period ended2025-03-3113F/A 12,041 sharesChange vs previous 13F +751 shares
0.02% of the 13F portfolio, value $3,232,226.
13F-HR 0001085146-25-002275 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 ended2024-12-3113F/A 11,290 sharesChange vs previous 13F +258 shares
0.03% of the 13F portfolio, value $2,779,722.
13F-HR/A 0001085146-25-004759 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 ended2024-09-3013F 11,032 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,527,538.
13F-HR 0001085146-24-005038 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).