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Sequoia Financial Advisors, LLC: XLY position timeline

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

Sequoia Financial Advisors, LLC held 19,437 XLY 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 19,437 shares
    Change vs previous 13F -7,584 shares

    0.01% of the 13F portfolio, value $2,279,575.

    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 27,021 shares
    Change vs previous 13F +1,613 shares

    0.02% of the 13F portfolio, value $2,944,708.

    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 25,408 shares
    Change vs previous 13F +10,659 shares

    0.02% of the 13F portfolio, value $3,033,964.

    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 14,749 shares
    Change vs previous 13F +3,493 shares

    0.02% of the 13F portfolio, value $3,534,552.

    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 11,256 shares
    Change vs previous 13F -66,235 shares

    0.02% of the 13F portfolio, value $2,446,176.

    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 77,491 shares
    Change vs previous 13F +73,760 shares

    0.12% of the 13F portfolio, value $15,301,289.

    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 3,731 shares
    Change vs previous 13F +518 shares

    0.01% of the 13F portfolio, value $837,091.

    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 3,213 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $643,739.

    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).