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Sequoia Financial Advisors, LLC: XYL position timeline

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

Sequoia Financial Advisors, LLC held 283,835 XYL 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 283,835 shares
    Change vs previous 13F -81,439 shares

    0.17% of the 13F portfolio, value $33,552,098.

    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 365,274 shares
    Change vs previous 13F +21,060 shares

    0.24% of the 13F portfolio, value $43,650,206.

    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 344,214 shares
    Change vs previous 13F +13,938 shares

    0.26% of the 13F portfolio, value $46,875,069.

    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 330,276 shares
    Change vs previous 13F +13,791 shares

    0.3% of the 13F portfolio, value $48,715,704.

    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 316,485 shares
    Change vs previous 13F +20,077 shares

    0.28% of the 13F portfolio, value $40,940,476.

    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 296,408 shares
    Change vs previous 13F +23,717 shares

    0.27% of the 13F portfolio, value $35,408,851.

    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 272,691 shares
    Change vs previous 13F +14,174 shares

    0.3% of the 13F portfolio, value $31,637,601.

    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 258,517 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $34,907,492.

    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).