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Sequoia Financial Advisors, LLC: CB position timeline

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

Sequoia Financial Advisors, LLC held 26,597 CB 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 26,597 shares
    Change vs previous 13F -682 shares

    0.05% of the 13F portfolio, value $9,062,624.

    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 27,279 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $8,891,058.

    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 27,280 shares
    Change vs previous 13F +2,737 shares

    0.05% of the 13F portfolio, value $8,514,600.

    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 24,543 shares
    Change vs previous 13F +2,199 shares

    0.04% of the 13F portfolio, value $6,927,226.

    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 22,344 shares
    Change vs previous 13F +1,162 shares

    0.04% of the 13F portfolio, value $6,473,721.

    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 21,182 shares
    Change vs previous 13F -2,755 shares

    0.05% of the 13F portfolio, value $6,396,751.

    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 23,937 shares
    Change vs previous 13F +2,590 shares

    0.06% of the 13F portfolio, value $6,613,747.

    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 21,347 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,156,662.

    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).