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Sequoia Financial Advisors, LLC: XPEV position timeline

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

Sequoia Financial Advisors, LLC held 21,148 XPEV 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 21,148 shares
    Change vs previous 13F -3,302 shares

    <0.01% of the 13F portfolio, value $280,000.

    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 24,450 shares
    Change vs previous 13F +6,414 shares

    <0.01% of the 13F portfolio, value $418,340.

    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 18,036 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $365,771.

    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 18,189 shares
    Change vs previous 13F +3,763 shares

    <0.01% of the 13F portfolio, value $425,987.

    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 14,426 shares
    Change vs previous 13F +294 shares

    <0.01% of the 13F portfolio, value $257,937.

    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 14,132 shares
    Change vs previous 13F -254 shares

    <0.01% of the 13F portfolio, value $292,816.

    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 14,386 shares
    Change vs previous 13F +1,027 shares

    <0.01% of the 13F portfolio, value $170,043.

    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 13,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $162,713.

    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).