Sequoia Financial Advisors, LLC: TFI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on TFI, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 4,637 TFI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 4,637 sharesChange vs previous 13F -91 shares
<0.01% of the 13F portfolio, value $212,375.
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 4,728 sharesChange vs previous 13F +103 shares
<0.01% of the 13F portfolio, value $214,368.
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 4,625 sharesChange vs previous 13F -2,370 shares
<0.01% of the 13F portfolio, value $211,409.
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 6,995 sharesChange vs previous 13F -10,063 shares
<0.01% of the 13F portfolio, value $318,763.
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 17,058 sharesChange vs previous 13F -6,779 shares
0.01% of the 13F portfolio, value $761,999.
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 23,837 sharesChange vs previous 13F +1,115 shares
0.01% of the 13F portfolio, value $1,074,345.
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 22,722 sharesChange vs previous 13F -25 shares
0.01% of the 13F portfolio, value $1,036,598.
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 22,747 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,065,235.
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).