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Sequoia Financial Advisors, LLC: TAK position timeline

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

Sequoia Financial Advisors, LLC held 87,929 TAK 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 87,929 shares
    Change vs previous 13F -11,007 shares

    0.01% of the 13F portfolio, value $1,409,500.

    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 98,936 shares
    Change vs previous 13F +15,704 shares

    0.01% of the 13F portfolio, value $1,832,293.

    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 83,232 shares
    Change vs previous 13F -20,632 shares

    0.01% of the 13F portfolio, value $1,297,589.

    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 103,864 shares
    Change vs previous 13F +5,814 shares

    0.01% of the 13F portfolio, value $1,520,570.

    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 98,050 shares
    Change vs previous 13F +33,451 shares

    0.01% of the 13F portfolio, value $1,515,853.

    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 64,599 shares
    Change vs previous 13F +26,656 shares

    0.01% of the 13F portfolio, value $960,587.

    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 37,943 shares
    Change vs previous 13F +11,637 shares

    <0.01% of the 13F portfolio, value $502,366.

    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 26,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $374,072.

    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).