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Sequoia Financial Advisors, LLC: WAL position timeline

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

Sequoia Financial Advisors, LLC held 65,552 WAL 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 65,552 shares
    Change vs previous 13F +3,895 shares

    0.03% of the 13F portfolio, value $5,388,365.

    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 61,657 shares
    Change vs previous 13F -8,708 shares

    0.02% of the 13F portfolio, value $4,368,419.

    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 70,365 shares
    Change vs previous 13F +986 shares

    0.03% of the 13F portfolio, value $5,915,616.

    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 69,379 shares
    Change vs previous 13F +666 shares

    0.04% of the 13F portfolio, value $6,016,536.

    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 68,713 shares
    Change vs previous 13F -1,922 shares

    0.04% of the 13F portfolio, value $5,358,225.

    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 70,635 shares
    Change vs previous 13F -7,402 shares

    0.04% of the 13F portfolio, value $5,426,888.

    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 78,037 shares
    Change vs previous 13F +75,153 shares

    0.06% of the 13F portfolio, value $6,519,247.

    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 2,884 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,457.

    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).