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Sequoia Financial Advisors, LLC: SCI position timeline

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

Sequoia Financial Advisors, LLC held 209,888 SCI 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 209,888 shares
    Change vs previous 13F -375 shares

    0.08% of the 13F portfolio, value $15,943,093.

    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 210,263 shares
    Change vs previous 13F -2,740 shares

    0.1% of the 13F portfolio, value $17,348,806.

    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 213,003 shares
    Change vs previous 13F +3,360 shares

    0.09% of the 13F portfolio, value $16,607,848.

    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 209,643 shares
    Change vs previous 13F +83 shares

    0.11% of the 13F portfolio, value $17,446,494.

    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 209,560 shares
    Change vs previous 13F +252 shares

    0.12% of the 13F portfolio, value $17,058,186.

    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 209,308 shares
    Change vs previous 13F +127 shares

    0.13% of the 13F portfolio, value $16,786,518.

    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 209,181 shares
    Change vs previous 13F +891 shares

    0.16% of the 13F portfolio, value $16,696,807.

    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 208,290 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,440,355.

    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).