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Sequoia Financial Advisors, LLC: SYY position timeline

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

Sequoia Financial Advisors, LLC held 32,097 SYY 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 32,097 shares
    Change vs previous 13F +2,314 shares

    0.01% of the 13F portfolio, value $2,682,643.

    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 29,783 shares
    Change vs previous 13F +650 shares

    0.01% of the 13F portfolio, value $2,124,390.

    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 29,133 shares
    Change vs previous 13F +5,417 shares

    0.01% of the 13F portfolio, value $2,146,814.

    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 23,716 shares
    Change vs previous 13F +2,396 shares

    0.01% of the 13F portfolio, value $1,952,799.

    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 21,320 shares
    Change vs previous 13F +706 shares

    0.01% of the 13F portfolio, value $1,614,811.

    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 20,614 shares
    Change vs previous 13F -552 shares

    0.01% of the 13F portfolio, value $1,546,892.

    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 21,166 shares
    Change vs previous 13F +899 shares

    0.02% of the 13F portfolio, value $1,618,346.

    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 20,267 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,582,064.

    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).