Sequoia Financial Advisors, LLC: UI position timeline

Sequoia Financial Advisors, LLC held 682 UI 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 682 shares

   Change vs previous 13F -166 shares

   <0.01% of the 13F portfolio, value $364,213.

   13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 848 shares

   Change vs previous 13F +100 shares

   <0.01% of the 13F portfolio, value $670,171.

   13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 748 shares

   Change vs previous 13F +66 shares

   <0.01% of the 13F portfolio, value $413,909.

   13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 682 shares

   Change vs previous 13F +119 shares

   <0.01% of the 13F portfolio, value $450,518.

   13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 563 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $231,760.

   13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).