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Sequoia Financial Advisors, LLC: WM position timeline

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

Sequoia Financial Advisors, LLC held 233,493 WM 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 233,493 shares
    Change vs previous 13F +16,917 shares

    0.26% of the 13F portfolio, value $52,040,822.

    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 216,576 shares
    Change vs previous 13F +12,507 shares

    0.28% of the 13F portfolio, value $49,767,025.

    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 204,069 shares
    Change vs previous 13F +9,280 shares

    0.25% of the 13F portfolio, value $44,835,998.

    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 194,789 shares
    Change vs previous 13F +7,522 shares

    0.26% of the 13F portfolio, value $43,015,277.

    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 187,267 shares
    Change vs previous 13F +9,998 shares

    0.29% of the 13F portfolio, value $42,850,345.

    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 177,269 shares
    Change vs previous 13F +2,147 shares

    0.32% of the 13F portfolio, value $41,039,490.

    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 175,122 shares
    Change vs previous 13F +9,397 shares

    0.34% of the 13F portfolio, value $35,337,870.

    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 165,725 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $34,404,550.

    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).