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Sequoia Financial Advisors, LLC: SHG position timeline

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

Sequoia Financial Advisors, LLC held 44,560 SHG 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 44,560 shares
    Change vs previous 13F +6,558 shares

    0.01% of the 13F portfolio, value $2,818,405.

    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 38,002 shares
    Change vs previous 13F +8,473 shares

    0.01% of the 13F portfolio, value $2,330,277.

    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 29,529 shares
    Change vs previous 13F +3,253 shares

    0.01% of the 13F portfolio, value $1,583,635.

    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 26,276 shares
    Change vs previous 13F +1,342 shares

    0.01% of the 13F portfolio, value $1,323,532.

    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 24,934 shares
    Change vs previous 13F +5,150 shares

    0.01% of the 13F portfolio, value $1,126,535.

    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 19,784 shares
    Change vs previous 13F -1,661 shares

    <0.01% of the 13F portfolio, value $634,675.

    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 21,445 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $705,117.

    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 21,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $915,496.

    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).