Sequoia Financial Advisors, LLC: TDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on TDY, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 2,174 TDY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,174 sharesChange vs previous 13F +9 shares
0.01% of the 13F portfolio, value $1,450,038.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,165 sharesChange vs previous 13F +85 shares
0.01% of the 13F portfolio, value $1,310,027.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,080 sharesChange vs previous 13F +718 shares
0.01% of the 13F portfolio, value $1,062,454.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,362 sharesChange vs previous 13F +159 shares
<0.01% of the 13F portfolio, value $798,316.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 1,203 sharesChange vs previous 13F +256 shares
<0.01% of the 13F portfolio, value $616,408.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 947 sharesChange vs previous 13F +24 shares
<0.01% of the 13F portfolio, value $471,427.
13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 923 sharesChange vs previous 13F +47 shares
<0.01% of the 13F portfolio, value $428,481.
13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 876 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $383,474.
13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).