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Sequoia Financial Advisors, LLC: SUB position timeline

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

Sequoia Financial Advisors, LLC held 118,563 SUB 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 118,563 shares
    Change vs previous 13F -4,910 shares

    0.06% of the 13F portfolio, value $12,623,454.

    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 123,473 shares
    Change vs previous 13F +1,234 shares

    0.07% of the 13F portfolio, value $13,149,902.

    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 122,239 shares
    Change vs previous 13F -6,452 shares

    0.07% of the 13F portfolio, value $13,042,857.

    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 128,691 shares
    Change vs previous 13F -6,794 shares

    0.08% of the 13F portfolio, value $13,741,679.

    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 135,485 shares
    Change vs previous 13F -5,331 shares

    0.1% of the 13F portfolio, value $14,407,519.

    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 140,816 shares
    Change vs previous 13F +34,568 shares

    0.11% of the 13F portfolio, value $14,870,135.

    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 106,248 shares
    Change vs previous 13F +9,178 shares

    0.11% of the 13F portfolio, value $11,207,038.

    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 97,070 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,307,820.

    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).