Skip to content
Disclosery

Sequoia Financial Advisors, LLC: WH position timeline

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

Sequoia Financial Advisors, LLC held 7,660 WH 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 7,660 shares
    Change vs previous 13F +669 shares

    <0.01% of the 13F portfolio, value $645,021.

    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 6,991 shares
    Change vs previous 13F -1,857 shares

    <0.01% of the 13F portfolio, value $567,879.

    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 8,848 shares
    Change vs previous 13F +594 shares

    <0.01% of the 13F portfolio, value $668,572.

    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 8,254 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $659,472.

    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 8,283 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $672,688.

    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 8,165 shares
    Change vs previous 13F -587 shares

    0.01% of the 13F portfolio, value $738,990.

    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 8,752 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $882,151.

    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 8,708 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $680,455.

    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).