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Sequoia Financial Advisors, LLC: SPYM position timeline

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

Sequoia Financial Advisors, LLC held 526,150 SPYM 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 526,150 shares
    Change vs previous 13F +17,076 shares

    0.23% of the 13F portfolio, value $46,238,049.

    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 509,074 shares
    Change vs previous 13F -49,164 shares

    0.22% of the 13F portfolio, value $38,964,561.

    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 558,238 shares
    Change vs previous 13F +17,161 shares

    0.25% of the 13F portfolio, value $44,781,858.

    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 541,077 shares
    Change vs previous 13F -21,358 shares

    0.26% of the 13F portfolio, value $42,387,990.

    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 562,435 shares
    Change vs previous 13F -18,533 shares

    0.28% of the 13F portfolio, value $40,883,405.

    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 580,968 shares
    Change vs previous 13F -15,158 shares

    0.3% of the 13F portfolio, value $38,204,485.

    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 596,126 shares
    Change vs previous 13F -14,629 shares

    0.4% of the 13F portfolio, value $41,096,918.

    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 610,755 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $41,232,090.

    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).