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Sequoia Financial Advisors, LLC: SUSC position timeline

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

Sequoia Financial Advisors, LLC held 23,943 SUSC 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 23,943 shares
    Change vs previous 13F -14,127 shares

    <0.01% of the 13F portfolio, value $554,314.

    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 38,070 shares
    Change vs previous 13F -11,763 shares

    <0.01% of the 13F portfolio, value $880,853.

    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 49,833 shares
    Change vs previous 13F +6,214 shares

    0.01% of the 13F portfolio, value $1,165,330.

    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 43,619 shares
    Change vs previous 13F +144 shares

    0.01% of the 13F portfolio, value $1,027,664.

    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 43,475 shares
    Change vs previous 13F -5,350 shares

    0.01% of the 13F portfolio, value $1,009,925.

    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 48,825 shares
    Change vs previous 13F -3,151 shares

    0.01% of the 13F portfolio, value $1,125,905.

    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 51,976 shares
    Change vs previous 13F +27,283 shares

    0.01% of the 13F portfolio, value $1,180,895.

    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 24,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $587,447.

    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).