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Sequoia Financial Advisors, LLC: SPHQ position timeline

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

Sequoia Financial Advisors, LLC held 468,394 SPHQ 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 468,394 shares
    Change vs previous 13F -80,524 shares

    0.21% of the 13F portfolio, value $42,202,325.

    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 548,918 shares
    Change vs previous 13F -12,828 shares

    0.23% of the 13F portfolio, value $41,273,164.

    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 561,746 shares
    Change vs previous 13F +537,812 shares

    0.24% of the 13F portfolio, value $42,158,999.

    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 23,934 shares
    Change vs previous 13F +15,681 shares

    0.01% of the 13F portfolio, value $1,754,153.

    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 8,253 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $588,102.

    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 8,463 shares
    Change vs previous 13F +204 shares

    <0.01% of the 13F portfolio, value $561,469.

    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 8,259 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $553,589.

    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 8,218 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $552,818.

    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).