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Sequoia Financial Advisors, LLC: SGOV position timeline

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

Sequoia Financial Advisors, LLC held 738,944 SGOV 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 738,944 shares
    Change vs previous 13F +219,462 shares

    0.37% of the 13F portfolio, value $74,389,494.

    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 519,482 shares
    Change vs previous 13F -445,500 shares

    0.29% of the 13F portfolio, value $52,291,016.

    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 964,982 shares
    Change vs previous 13F -111,937 shares

    0.54% of the 13F portfolio, value $96,864,889.

    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 1,076,919 shares
    Change vs previous 13F +435,021 shares

    0.66% of the 13F portfolio, value $108,445,789.

    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 641,898 shares
    Change vs previous 13F -40,550 shares

    0.44% of the 13F portfolio, value $64,632,707.

    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 682,448 shares
    Change vs previous 13F +202,768 shares

    0.53% of the 13F portfolio, value $68,702,030.

    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 479,680 shares
    Change vs previous 13F +107,530 shares

    0.46% of the 13F portfolio, value $48,121,517.

    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 372,150 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $37,482,997.

    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).