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Sequoia Financial Advisors, LLC: XLE position timeline

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

Sequoia Financial Advisors, LLC held 141,274 XLE 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 141,274 shares
    Change vs previous 13F +4,698 shares

    0.04% of the 13F portfolio, value $7,503,081.

    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 136,576 shares
    Change vs previous 13F -222 shares

    0.05% of the 13F portfolio, value $8,366,616.

    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 136,798 shares
    Change vs previous 13F +58,431 shares

    0.03% of the 13F portfolio, value $6,116,257.

    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 78,367 shares
    Change vs previous 13F +2,764 shares

    0.04% of the 13F portfolio, value $7,001,346.

    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 75,603 shares
    Change vs previous 13F +19,398 shares

    0.04% of the 13F portfolio, value $6,411,917.

    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 56,205 shares
    Change vs previous 13F +10,515 shares

    0.04% of the 13F portfolio, value $5,252,379.

    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 45,690 shares
    Change vs previous 13F +3,448 shares

    0.04% of the 13F portfolio, value $3,913,775.

    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 42,242 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,708,857.

    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).