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Sequoia Financial Advisors, LLC: C position timeline

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

Sequoia Financial Advisors, LLC held 279,216 C 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 279,216 shares
    Change vs previous 13F +6,806 shares

    0.2% of the 13F portfolio, value $39,079,047.

    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 272,410 shares
    Change vs previous 13F +3,848 shares

    0.17% of the 13F portfolio, value $30,894,053.

    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 268,562 shares
    Change vs previous 13F +5,672 shares

    0.18% of the 13F portfolio, value $31,338,459.

    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 262,890 shares
    Change vs previous 13F +15,764 shares

    0.16% of the 13F portfolio, value $26,683,383.

    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 247,126 shares
    Change vs previous 13F +8,337 shares

    0.14% of the 13F portfolio, value $21,035,357.

    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 238,789 shares
    Change vs previous 13F -18,222 shares

    0.13% of the 13F portfolio, value $16,951,621.

    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).

  7. period ended2024-12-31
    13F/A 257,011 shares
    Change vs previous 13F +50,565 shares

    0.17% of the 13F portfolio, value $18,091,020.

    13F-HR/A 0001085146-25-004759 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).

  8. period ended2024-09-30
    13F 206,446 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,923,511.

    13F-HR 0001085146-24-005038 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).