Skip to content
Disclosery

Sequoia Financial Advisors, LLC: UBSI position timeline

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

Sequoia Financial Advisors, LLC held 17,771 UBSI 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 17,771 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $814,433.

    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 17,843 shares
    Change vs previous 13F -3,066 shares

    <0.01% of the 13F portfolio, value $739,042.

    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 20,909 shares
    Change vs previous 13F -3,838 shares

    <0.01% of the 13F portfolio, value $802,902.

    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 24,747 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $920,847.

    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 24,599 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $896,130.

    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 24,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $850,056.

    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).