Skip to content
Disclosery

Sequoia Financial Advisors, LLC: XLI position timeline

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

Sequoia Financial Advisors, LLC held 71,332 XLI 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 71,332 shares
    Change vs previous 13F -3,683 shares

    0.07% of the 13F portfolio, value $13,212,901.

    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 75,015 shares
    Change vs previous 13F -3,288 shares

    0.07% of the 13F portfolio, value $12,132,223.

    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 78,303 shares
    Change vs previous 13F -180 shares

    0.07% of the 13F portfolio, value $12,146,306.

    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 78,483 shares
    Change vs previous 13F +810 shares

    0.07% of the 13F portfolio, value $12,104,386.

    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 77,673 shares
    Change vs previous 13F -2,980 shares

    0.08% of the 13F portfolio, value $11,458,263.

    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 80,653 shares
    Change vs previous 13F -77,300 shares

    0.08% of the 13F portfolio, value $10,571,230.

    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 157,953 shares
    Change vs previous 13F +91,126 shares

    0.2% of the 13F portfolio, value $20,811,941.

    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 66,827 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,051,091.

    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).