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Sequoia Financial Advisors, LLC: ZS position timeline

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

Sequoia Financial Advisors, LLC held 16,876 ZS 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 16,876 shares
    Change vs previous 13F -44,439 shares

    0.01% of the 13F portfolio, value $2,382,068.

    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 61,315 shares
    Change vs previous 13F +835 shares

    0.05% of the 13F portfolio, value $8,601,888.

    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 60,480 shares
    Change vs previous 13F +1,853 shares

    0.08% of the 13F portfolio, value $13,603,133.

    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 58,627 shares
    Change vs previous 13F +3,439 shares

    0.11% of the 13F portfolio, value $17,568,129.

    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 55,188 shares
    Change vs previous 13F +1,877 shares

    0.12% of the 13F portfolio, value $17,325,712.

    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 53,311 shares
    Change vs previous 13F +4,536 shares

    0.08% of the 13F portfolio, value $10,577,969.

    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 48,775 shares
    Change vs previous 13F +3,191 shares

    0.08% of the 13F portfolio, value $8,799,498.

    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 45,584 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,792,130.

    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).