Sequoia Financial Advisors, LLC TIMB — TIM S A

Ownership history in Sequoia Financial Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported TIM S A (TIMB) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows TIMB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TIMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in TIM S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TIMB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TIMB stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held TIMB — position size vs. price
% of Fund (quarterly)    TIMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 16,724 -3,995 -19.3% 0.00% $358K 2026-07-17 $22.14
2026 Q1 REDUCED 8.7% -17.9% ✅ 20,719 -1,965 -8.7% 0.00% $549K 2026-04-30 $25.75
2025 Q4 ADDED — — — 22,684 +893 +4.1% 0.00% $441K 2026-02-03 $23.56
2025 Q3 ADDED — — — 21,791 +2,542 +13.2% 0.00% $486K 2025-10-29 $22.89
2025 Q2 INITIATED — — — 19,249 — — 0.00% $387K 2025-07-25 $17.64

🏢 Other funds also holding TIMB

As of 2026 Q2 — sorted by position size

Crossmark Global Holdings, Inc. 3Y 7Y 0.17% Encompass More Asset Management 0.09% LVW Advisors, LLC 3Y 7Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Ballentine Partners, LLC 3Y 7Y 0.01% QRG CAPITAL MANAGEMENT, INC. 0.0% Byrne Asset Management LLC 3Y 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% GAMMA Investing LLC 0.0% Dogwood Wealth Management LLC 0.0%

FAQ About Sequoia Financial Advisors, LLC and TIMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning TIMB?

Sequoia Financial Advisors, LLC reported TIMB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported TIMB position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for TIMB was 0.00% in 2026 Q1.

What is the latest reported TIMB position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 16,724 shares, equal to 0.00% of portfolio, with an estimated market value of $358K.

What does the chart on this TIMB ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly TIMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their TIMB position?

Based on 13F filing dates vs. subsequent TIMB price moves, Sequoia Financial Advisors, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on TIMB relative to SPY over the holding period was +6.6%.

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