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Sequoia Financial Advisors, LLC: WSBC position timeline

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

Sequoia Financial Advisors, LLC held 55,761 WSBC 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 55,761 shares
    Change vs previous 13F -434 shares

    0.01% of the 13F portfolio, value $2,176,352.

    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 56,195 shares
    Change vs previous 13F -3,821 shares

    0.01% of the 13F portfolio, value $1,938,163.

    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 60,016 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $1,994,926.

    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 59,963 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,914,610.

    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 59,963 shares
    Change vs previous 13F +3,240 shares

    0.01% of the 13F portfolio, value $1,896,619.

    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 56,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,756,131.

    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).