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Sequoia Financial Advisors, LLC: XSLV position timeline

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

Sequoia Financial Advisors, LLC held 14,255 XSLV 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 14,255 shares
    Change vs previous 13F -1,689 shares

    <0.01% of the 13F portfolio, value $747,104.

    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 15,944 shares
    Change vs previous 13F -1,965 shares

    <0.01% of the 13F portfolio, value $752,506.

    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 17,909 shares
    Change vs previous 13F -4,442 shares

    <0.01% of the 13F portfolio, value $830,428.

    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 22,351 shares
    Change vs previous 13F -8,634 shares

    0.01% of the 13F portfolio, value $1,035,059.

    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 30,985 shares
    Change vs previous 13F -61,405 shares

    0.01% of the 13F portfolio, value $1,411,387.

    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 92,390 shares
    Change vs previous 13F -38,201 shares

    0.03% of the 13F portfolio, value $4,266,124.

    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 130,591 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,167,392.

    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).