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Sequoia Financial Advisors, LLC: USMV position timeline

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

Sequoia Financial Advisors, LLC held 150,253 USMV 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 150,253 shares
    Change vs previous 13F -820 shares

    0.07% of the 13F portfolio, value $14,493,380.

    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 151,073 shares
    Change vs previous 13F -5,357 shares

    0.08% of the 13F portfolio, value $14,010,512.

    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 156,430 shares
    Change vs previous 13F -8,517 shares

    0.08% of the 13F portfolio, value $14,729,468.

    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 164,947 shares
    Change vs previous 13F -11,299 shares

    0.1% of the 13F portfolio, value $15,693,103.

    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 176,246 shares
    Change vs previous 13F -69,112 shares

    0.11% of the 13F portfolio, value $16,544,227.

    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 245,358 shares
    Change vs previous 13F -40,380 shares

    0.18% of the 13F portfolio, value $22,980,201.

    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 285,738 shares
    Change vs previous 13F +281,084 shares

    0.24% of the 13F portfolio, value $25,370,682.

    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 4,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $424,957.

    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).