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Sequoia Financial Advisors, LLC: WFC position timeline

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

Sequoia Financial Advisors, LLC held 301,752 WFC 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 301,752 shares
    Change vs previous 13F +2,837 shares

    0.12% of the 13F portfolio, value $24,936,812.

    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 298,915 shares
    Change vs previous 13F -87 shares

    0.13% of the 13F portfolio, value $23,796,576.

    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 299,002 shares
    Change vs previous 13F +10,488 shares

    0.16% of the 13F portfolio, value $27,867,080.

    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 288,514 shares
    Change vs previous 13F -12,741 shares

    0.15% of the 13F portfolio, value $24,183,261.

    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 301,255 shares
    Change vs previous 13F -317 shares

    0.17% of the 13F portfolio, value $24,136,535.

    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 301,572 shares
    Change vs previous 13F +16,869 shares

    0.17% of the 13F portfolio, value $21,649,860.

    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 284,703 shares
    Change vs previous 13F +143,031 shares

    0.19% of the 13F portfolio, value $19,997,537.

    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 141,672 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,003,058.

    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).