Sequoia Financial Advisors, LLC: WTS position timeline

Sequoia Financial Advisors, LLC held 2,138 WTS 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 2,138 shares

   Change vs previous 13F +189 shares

   <0.01% of the 13F portfolio, value $836,921.

   13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,949 shares

   Change vs previous 13F -314 shares

   <0.01% of the 13F portfolio, value $565,776.

   13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,263 shares

   Change vs previous 13F +429 shares

   <0.01% of the 13F portfolio, value $624,634.

   13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,834 shares

   Change vs previous 13F +603 shares

   <0.01% of the 13F portfolio, value $512,200.

   13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 1,231 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $302,691.

   13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).