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Sequoia Financial Advisors, LLC: CBC position timeline

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

Sequoia Financial Advisors, LLC held 76,582 CBC 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 76,582 shares
    Change vs previous 13F +1,582 shares

    0.01% of the 13F portfolio, value $2,326,562.

    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 75,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,796,250.

    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 75,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,809,000.

    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).