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Sequoia Financial Advisors, LLC: WPC position timeline

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

Sequoia Financial Advisors, LLC held 139,129 WPC 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 139,129 shares
    Change vs previous 13F -14,331 shares

    0.05% of the 13F portfolio, value $9,947,694.

    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 153,460 shares
    Change vs previous 13F +2,941 shares

    0.06% of the 13F portfolio, value $10,429,146.

    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 150,519 shares
    Change vs previous 13F +4,557 shares

    0.05% of the 13F portfolio, value $9,687,375.

    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 145,962 shares
    Change vs previous 13F +1,027 shares

    0.06% of the 13F portfolio, value $9,862,654.

    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 144,935 shares
    Change vs previous 13F -1,341 shares

    0.06% of the 13F portfolio, value $9,041,054.

    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 146,276 shares
    Change vs previous 13F -2,733 shares

    0.07% of the 13F portfolio, value $9,231,463.

    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 149,009 shares
    Change vs previous 13F +2,109 shares

    0.08% of the 13F portfolio, value $8,118,019.

    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 146,900 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,151,891.

    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).