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Sequoia Financial Advisors, LLC: CF position timeline

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

Sequoia Financial Advisors, LLC held 14,308 CF 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 14,308 shares
    Change vs previous 13F +7,404 shares

    0.01% of the 13F portfolio, value $1,548,939.

    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 6,904 shares
    Change vs previous 13F -584 shares

    0.01% of the 13F portfolio, value $896,471.

    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 7,488 shares
    Change vs previous 13F +3,599 shares

    <0.01% of the 13F portfolio, value $579,140.

    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 3,889 shares
    Change vs previous 13F +1,186 shares

    <0.01% of the 13F portfolio, value $348,868.

    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 2,703 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,666.

    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).