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Sequoia Financial Advisors, LLC: SHW position timeline

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

Sequoia Financial Advisors, LLC held 68,554 SHW 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 68,554 shares
    Change vs previous 13F -70,344 shares

    0.12% of the 13F portfolio, value $23,604,522.

    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 138,898 shares
    Change vs previous 13F -6,046 shares

    0.25% of the 13F portfolio, value $44,523,812.

    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 144,944 shares
    Change vs previous 13F +10,943 shares

    0.26% of the 13F portfolio, value $46,966,214.

    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 134,001 shares
    Change vs previous 13F +26,642 shares

    0.28% of the 13F portfolio, value $46,399,246.

    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 107,359 shares
    Change vs previous 13F -45,243 shares

    0.25% of the 13F portfolio, value $36,862,753.

    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 152,602 shares
    Change vs previous 13F +53,765 shares

    0.41% of the 13F portfolio, value $53,287,058.

    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 98,837 shares
    Change vs previous 13F +50,904 shares

    0.32% of the 13F portfolio, value $33,597,669.

    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 47,933 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,294,508.

    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).