Sequoia Financial Advisors, LLC: SEIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on SEIC, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 12,812 SEIC shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 12,812 sharesChange vs previous 13F -3,004 shares
0.01% of the 13F portfolio, value $1,123,741.
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 15,816 sharesChange vs previous 13F -5,407 shares
0.01% of the 13F portfolio, value $1,241,082.
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 21,223 sharesChange vs previous 13F +1,713 shares
0.01% of the 13F portfolio, value $1,740,710.
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 19,510 sharesChange vs previous 13F +5,666 shares
0.01% of the 13F portfolio, value $1,655,424.
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 13,844 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,244,023.
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).