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Sequoia Financial Advisors, LLC: XLF position timeline

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

Sequoia Financial Advisors, LLC held 203,162 XLF 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 203,162 shares
    Change vs previous 13F -27,515 shares

    0.05% of the 13F portfolio, value $10,891,538.

    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 230,677 shares
    Change vs previous 13F -22,892 shares

    0.06% of the 13F portfolio, value $11,388,525.

    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 253,569 shares
    Change vs previous 13F -36,595 shares

    0.08% of the 13F portfolio, value $13,888,005.

    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 290,164 shares
    Change vs previous 13F -1,709 shares

    0.1% of the 13F portfolio, value $15,631,158.

    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 291,873 shares
    Change vs previous 13F -68,761 shares

    0.1% of the 13F portfolio, value $15,285,399.

    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 360,634 shares
    Change vs previous 13F +6,206 shares

    0.14% of the 13F portfolio, value $17,963,187.

    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 354,428 shares
    Change vs previous 13F +263,195 shares

    0.17% of the 13F portfolio, value $17,129,520.

    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 91,233 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,134,677.

    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).