Skip to content
Disclosery

Sequoia Financial Advisors, LLC: TEAM position timeline

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

Sequoia Financial Advisors, LLC held 13,532 TEAM 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 13,532 shares
    Change vs previous 13F +5,162 shares

    0.01% of the 13F portfolio, value $1,052,656.

    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 8,370 shares
    Change vs previous 13F +1,733 shares

    <0.01% of the 13F portfolio, value $571,254.

    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 6,637 shares
    Change vs previous 13F +3,742 shares

    0.01% of the 13F portfolio, value $1,076,155.

    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 2,895 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $462,362.

    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 2,854 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $579,682.

    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 2,609 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $553,739.

    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 2,099 shares
    Change vs previous 13F +174 shares

    <0.01% of the 13F portfolio, value $510,855.

    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 1,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $305,709.

    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).