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Sequoia Financial Advisors, LLC: SFGV position timeline

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

Sequoia Financial Advisors, LLC held 31,470,764 SFGV 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 31,470,764 shares
    Change vs previous 13F -359,363 shares

    5.52% of the 13F portfolio, value $1,104,340,568.

    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 31,830,127 shares
    Change vs previous 13F +42,164 shares

    5.86% of the 13F portfolio, value $1,044,664,752.

    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 31,787,963 shares
    Change vs previous 13F -342,820 shares

    5.62% of the 13F portfolio, value $1,004,099,090.

    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 32,130,783 shares
    Change vs previous 13F -1,596,347 shares

    6.09% of the 13F portfolio, value $999,424,788.

    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 33,727,130 shares
    Change vs previous 13F +107,581 shares

    6.77% of the 13F portfolio, value $986,855,810.

    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 33,619,549 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $934,959,646.

    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).