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Sequoia Financial Advisors, LLC: URTH position timeline

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

Sequoia Financial Advisors, LLC held 19,918 URTH 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 19,918 shares
    Change vs previous 13F -744 shares

    0.02% of the 13F portfolio, value $4,036,184.

    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 20,662 shares
    Change vs previous 13F -1,256 shares

    0.02% of the 13F portfolio, value $3,719,568.

    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 21,918 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $4,071,707.

    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 21,917 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $3,979,251.

    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 22,262 shares
    Change vs previous 13F +5,053 shares

    0.03% of the 13F portfolio, value $3,770,738.

    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 17,209 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,636,075.

    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).