Sequoia Financial Advisors, LLC

SEC CIK: 0001599900
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overview All 13F holders of META Full Q2 2026 holdings

Shares (Q2 2026): 275,017
Value: $154.9M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of META by Sequoia Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	275,017	$154.9M	0.8%	+11,166+4.2%	Added	Holders
Q1 2026	263,851	$151.0M	0.8%	+11,517+4.6%	Added	Holders
Q4 2025	252,334	$166.6M	0.9%	+27,410+12.2%	Added	Holders
Q3 2025	224,924	$165.2M	1.0%	+14,398+6.8%	Added	Holders
Q2 2025	210,526	$155.4M	1.1%	+20,912+11.0%	Added	Holders
Q1 2025	189,614	$109.3M	0.8%	+15,982+9.2%	Added	Holders
Q4 2024	173,632	$101.7M	1.0%	+16,244+10.3%	Added	Holders
Q3 2024	157,388	$90.1M	1.0%	+34,664+28.2%	Added	Holders
Q2 2024	122,724	$61.9M	0.7%	+13,888+12.8%	Added	Holders
Q1 2024	108,836	$52.8M	0.7%	−22,470−17.1%	Reduced	Holders
Q4 2023	131,306	$46.5M	0.6%	+97,107+283.9%	Added	Holders
Q3 2023	34,199	$10.3M	0.2%	+731+2.2%	Added	Holders
Q2 2023	33,468	$9.60M	0.2%	+2,280+7.3%	Added	Holders
Q1 2023	31,188	$6.61M	0.1%	+3,883+14.2%	Added	Holders
Q4 2022	27,305	$3.29M	0.1%	+13,823+102.5%	Added	Holders
Q3 2022	13,482	$1.83M	0.1%	−8,279−38.0%	Reduced	Holders
Q2 2022	21,761	$3.51M	0.1%	−21,959−50.2%	Reduced	Holders
Q1 2022	43,720	$9.72M	0.2%	+4,975+12.8%	Added	Holders
Q4 2021	38,745	$13.0M	0.4%	+27,710+251.1%	Added	Holders
Q3 2021	11,035	$3.75M	0.4%	−18,904−63.1%	Reduced	Holders
Q2 2021	29,939	$10.4M	0.4%	+18,918+171.7%	Added	Holders
Q1 2021	11,021	$3.25M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.