Skip to content
Disclosery

Sequoia Financial Advisors, LLC: SMFG position timeline

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

Sequoia Financial Advisors, LLC held 109,279 SMFG 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 109,279 shares
    Change vs previous 13F -43,607 shares

    0.01% of the 13F portfolio, value $2,576,788.

    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 152,886 shares
    Change vs previous 13F +53,655 shares

    0.02% of the 13F portfolio, value $3,019,490.

    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 99,231 shares
    Change vs previous 13F +1,601 shares

    0.01% of the 13F portfolio, value $1,918,140.

    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 97,630 shares
    Change vs previous 13F +6,735 shares

    0.01% of the 13F portfolio, value $1,634,326.

    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 90,895 shares
    Change vs previous 13F +2,402 shares

    0.01% of the 13F portfolio, value $1,373,425.

    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 88,493 shares
    Change vs previous 13F +3,373 shares

    0.01% of the 13F portfolio, value $1,368,103.

    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 85,120 shares
    Change vs previous 13F +2,069 shares

    0.01% of the 13F portfolio, value $1,233,390.

    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 83,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,048,936.

    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).