Position in WHR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$341,850
+$125,100 QoQ
Shares Held
8,672
+387.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 458 holders
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $4,889,549 across 6 Furnishings, Fixtures & Appliances names. WHR ranks #4 (7.0% of the industry book) .
All Filings in WHR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,850 | 8,672 | Shares | Sole | 2026-07-17 | |
| 2023-12-31 | $216,750 | 1,780 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||