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Sequoia Financial Advisors, LLC: SPGM position timeline

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

Sequoia Financial Advisors, LLC held 2,214,046 SPGM 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 2,214,046 shares
    Change vs previous 13F +209,359 shares

    0.95% of the 13F portfolio, value $189,677,295.

    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 2,004,687 shares
    Change vs previous 13F +266,634 shares

    0.85% of the 13F portfolio, value $151,774,860.

    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 1,738,053 shares
    Change vs previous 13F +344,818 shares

    0.75% of the 13F portfolio, value $133,326,036.

    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 1,393,235 shares
    Change vs previous 13F +112,562 shares

    0.64% of the 13F portfolio, value $104,353,303.

    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 1,280,673 shares
    Change vs previous 13F -94,568 shares

    0.61% of the 13F portfolio, value $88,366,423.

    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 1,375,241 shares
    Change vs previous 13F +58,408 shares

    0.66% of the 13F portfolio, value $85,842,523.

    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 1,316,833 shares
    Change vs previous 13F +4,203 shares

    0.8% of the 13F portfolio, value $83,395,006.

    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 1,312,630 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $85,019,022.

    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).