Sequoia Financial Advisors, LLC
Holdings in SEER
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $30,378 | 16,600 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $36,022 | 16,600 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $36,234 | 16,932 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $39,112 | 16,932 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $44,845 | 22,764 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $38,243 | 22,764 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $43,688 | 22,994 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $46,730 | 24,088 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $68,127 | 30,827 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $131,631 | 30,827 | Shares | Sole | 2023-08-08 |