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Sequoia Financial Advisors, LLC: XSMO position timeline

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

Sequoia Financial Advisors, LLC held 120,337 XSMO 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 120,337 shares
    Change vs previous 13F -8,427 shares

    0.06% of the 13F portfolio, value $11,267,126.

    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 128,764 shares
    Change vs previous 13F -17,090 shares

    0.05% of the 13F portfolio, value $9,788,635.

    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 145,854 shares
    Change vs previous 13F +58,483 shares

    0.06% of the 13F portfolio, value $10,502,921.

    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 87,371 shares
    Change vs previous 13F -1,475 shares

    0.04% of the 13F portfolio, value $6,427,875.

    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 88,846 shares
    Change vs previous 13F -8,581 shares

    0.04% of the 13F portfolio, value $6,043,329.

    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 97,427 shares
    Change vs previous 13F +4,718 shares

    0.05% of the 13F portfolio, value $6,113,517.

    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 92,709 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,128,973.

    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).