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Sequoia Financial Advisors, LLC: WF position timeline

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

Sequoia Financial Advisors, LLC held 48,470 WF 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 48,470 shares
    Change vs previous 13F +8,691 shares

    0.01% of the 13F portfolio, value $2,782,184.

    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 39,779 shares
    Change vs previous 13F +3,742 shares

    0.01% of the 13F portfolio, value $2,649,267.

    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 36,037 shares
    Change vs previous 13F +2,791 shares

    0.01% of the 13F portfolio, value $2,118,603.

    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 33,246 shares
    Change vs previous 13F +3,219 shares

    0.01% of the 13F portfolio, value $1,866,745.

    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 30,027 shares
    Change vs previous 13F +4,997 shares

    0.01% of the 13F portfolio, value $1,493,228.

    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 25,030 shares
    Change vs previous 13F +342 shares

    0.01% of the 13F portfolio, value $835,506.

    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 24,688 shares
    Change vs previous 13F +217 shares

    0.01% of the 13F portfolio, value $771,504.

    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 24,471 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $874,353.

    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).