Sequoia Financial Advisors, LLC: CBSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on CBSH, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 12,189 CBSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 12,189 sharesChange vs previous 13F +8,076 shares
<0.01% of the 13F portfolio, value $703,915.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,113 sharesChange vs previous 13F -5,826 shares
<0.01% of the 13F portfolio, value $202,360.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,939 sharesChange vs previous 13F +6,420 shares
<0.01% of the 13F portfolio, value $520,208.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,519 sharesChange vs previous 13F +241 shares
<0.01% of the 13F portfolio, value $210,296.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 3,278 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $203,794.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).