Skip to content

Sequoia Financial Advisors, LLC: TM position timeline

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

Sequoia Financial Advisors, LLC held 10,666 TM 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 10,666 shares
    Change vs previous 13F -4,000 shares

    0.01% of the 13F portfolio, value $1,796,347.

    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 14,666 shares
    Change vs previous 13F +4,254 shares

    0.02% of the 13F portfolio, value $3,022,495.

    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 10,412 shares
    Change vs previous 13F +472 shares

    0.01% of the 13F portfolio, value $2,228,772.

    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 9,940 shares
    Change vs previous 13F +599 shares

    0.01% of the 13F portfolio, value $1,899,453.

    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 9,341 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $1,609,133.

    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 9,023 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $1,592,837.

    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 8,837 shares
    Change vs previous 13F +861 shares

    0.02% of the 13F portfolio, value $1,719,788.

    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 7,976 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,424,293.

    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).