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Sequoia Financial Advisors, LLC: ZWS position timeline

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

Sequoia Financial Advisors, LLC held 87,106 ZWS 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 87,106 shares
    Change vs previous 13F +6,286 shares

    0.02% of the 13F portfolio, value $4,401,467.

    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 80,820 shares
    Change vs previous 13F -2,417 shares

    0.02% of the 13F portfolio, value $3,623,969.

    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 83,237 shares
    Change vs previous 13F +2,980 shares

    0.02% of the 13F portfolio, value $3,869,689.

    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 80,257 shares
    Change vs previous 13F +92 shares

    0.02% of the 13F portfolio, value $3,774,487.

    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 80,165 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $2,931,635.

    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 80,119 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,642,325.

    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).