Skip to content
Disclosery

Sequoia Financial Advisors, LLC: SUSB position timeline

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

Sequoia Financial Advisors, LLC held 21,633 SUSB 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 21,633 shares
    Change vs previous 13F -19,741 shares

    <0.01% of the 13F portfolio, value $540,609.

    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 41,374 shares
    Change vs previous 13F -7,189 shares

    0.01% of the 13F portfolio, value $1,037,040.

    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 48,563 shares
    Change vs previous 13F +6,018 shares

    0.01% of the 13F portfolio, value $1,225,731.

    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 42,545 shares
    Change vs previous 13F -292 shares

    0.01% of the 13F portfolio, value $1,076,814.

    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 42,837 shares
    Change vs previous 13F -5,749 shares

    0.01% of the 13F portfolio, value $1,078,208.

    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 48,586 shares
    Change vs previous 13F -3,092 shares

    0.01% of the 13F portfolio, value $1,214,165.

    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 51,678 shares
    Change vs previous 13F -12,702 shares

    0.01% of the 13F portfolio, value $1,276,447.

    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 64,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,619,801.

    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).