Skip to content
Disclosery

Sequoia Financial Advisors, LLC: CAE position timeline

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

Sequoia Financial Advisors, LLC held 51,690 CAE 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 51,690 shares
    Change vs previous 13F +1,419 shares

    0.01% of the 13F portfolio, value $1,295,352.

    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 50,271 shares
    Change vs previous 13F +399 shares

    0.01% of the 13F portfolio, value $1,309,560.

    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 49,872 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $1,517,107.

    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 50,079 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $1,484,342.

    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 49,685 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $1,454,280.

    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 49,556 shares
    Change vs previous 13F +28,237 shares

    0.01% of the 13F portfolio, value $1,218,583.

    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 21,319 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $541,077.

    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 21,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,781.

    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).