Skip to content
Disclosery

Sequoia Financial Advisors, LLC: SNY position timeline

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

Sequoia Financial Advisors, LLC held 34,965 SNY 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 34,965 shares
    Change vs previous 13F -1,747 shares

    0.01% of the 13F portfolio, value $1,491,611.

    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 36,712 shares
    Change vs previous 13F +11,505 shares

    0.01% of the 13F portfolio, value $1,768,789.

    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 25,207 shares
    Change vs previous 13F -1,567 shares

    0.01% of the 13F portfolio, value $1,221,526.

    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 26,774 shares
    Change vs previous 13F -903 shares

    0.01% of the 13F portfolio, value $1,263,728.

    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 27,677 shares
    Change vs previous 13F +3,405 shares

    0.01% of the 13F portfolio, value $1,337,081.

    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 24,272 shares
    Change vs previous 13F +3,269 shares

    0.01% of the 13F portfolio, value $1,346,138.

    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 21,003 shares
    Change vs previous 13F +425 shares

    0.01% of the 13F portfolio, value $1,012,963.

    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 20,578 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,185,917.

    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).