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Sequoia Financial Advisors, LLC: WAT position timeline

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

Sequoia Financial Advisors, LLC held 19,624 WAT 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 19,624 shares
    Change vs previous 13F +409 shares

    0.04% of the 13F portfolio, value $7,359,714.

    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 19,215 shares
    Change vs previous 13F +765 shares

    0.03% of the 13F portfolio, value $5,722,166.

    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 18,450 shares
    Change vs previous 13F +1,068 shares

    0.04% of the 13F portfolio, value $7,007,785.

    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 17,382 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $5,211,223.

    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 17,407 shares
    Change vs previous 13F +705 shares

    0.04% of the 13F portfolio, value $6,075,743.

    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 16,702 shares
    Change vs previous 13F +15,257 shares

    0.05% of the 13F portfolio, value $6,155,860.

    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 1,445 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $536,070.

    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 1,471 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $529,403.

    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).