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Sequoia Financial Advisors, LLC: XLG position timeline

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

Sequoia Financial Advisors, LLC held 28,231 XLG 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 28,231 shares
    Change vs previous 13F +6,390 shares

    0.01% of the 13F portfolio, value $1,728,602.

    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 21,841 shares
    Change vs previous 13F -1,350 shares

    0.01% of the 13F portfolio, value $1,191,410.

    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 23,191 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $1,374,755.

    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 22,988 shares
    Change vs previous 13F +768 shares

    0.01% of the 13F portfolio, value $1,322,271.

    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 22,220 shares
    Change vs previous 13F +3,449 shares

    0.01% of the 13F portfolio, value $1,157,667.

    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 18,771 shares
    Change vs previous 13F -7,069 shares

    0.01% of the 13F portfolio, value $863,834.

    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 25,840 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $1,290,943.

    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 25,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,226,075.

    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).