Sequoia Financial Advisors, LLC: UMBF position timeline

Sequoia Financial Advisors, LLC held 6,163 UMBF 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 6,163 shares

   Change vs previous 13F +1,929 shares

   <0.01% of the 13F portfolio, value $879,830.

   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 4,234 shares

   Change vs previous 13F -2,117 shares

   <0.01% of the 13F portfolio, value $477,553.

   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 6,351 shares

   Change vs previous 13F +2,944 shares

   <0.01% of the 13F portfolio, value $730,619.

   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 3,407 shares

   Change vs previous 13F +101 shares

   <0.01% of the 13F portfolio, value $403,219.

   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 3,306 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $347,659.

   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).