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Sequoia Financial Advisors, LLC: TAP position timeline

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

Sequoia Financial Advisors, LLC held 28,795 TAP 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 28,795 shares
    Change vs previous 13F +16,597 shares

    0.01% of the 13F portfolio, value $1,121,860.

    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 12,198 shares
    Change vs previous 13F -3,647 shares

    <0.01% of the 13F portfolio, value $525,252.

    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 15,845 shares
    Change vs previous 13F +3,184 shares

    <0.01% of the 13F portfolio, value $739,645.

    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 12,661 shares
    Change vs previous 13F +6,409 shares

    <0.01% of the 13F portfolio, value $572,925.

    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 6,252 shares
    Change vs previous 13F +2,546 shares

    <0.01% of the 13F portfolio, value $300,656.

    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 3,706 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $225,562.

    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 3,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,227.

    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).