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Sequoia Financial Advisors, LLC: TBBK position timeline

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

Sequoia Financial Advisors, LLC held 9,772 TBBK 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 9,772 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $612,119.

    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 9,779 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $525,426.

    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 10,350 shares
    Change vs previous 13F +546 shares

    <0.01% of the 13F portfolio, value $698,832.

    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 9,804 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $734,222.

    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 9,766 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $556,370.

    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 9,810 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,361.

    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).