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Sequoia Financial Advisors, LLC: CFG position timeline

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

Sequoia Financial Advisors, LLC held 58,388 CFG 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 58,388 shares
    Change vs previous 13F +8,946 shares

    0.02% of the 13F portfolio, value $4,091,219.

    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 49,442 shares
    Change vs previous 13F +4,884 shares

    0.02% of the 13F portfolio, value $2,965,055.

    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 44,558 shares
    Change vs previous 13F +7,717 shares

    0.01% of the 13F portfolio, value $2,602,608.

    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 36,841 shares
    Change vs previous 13F +4,846 shares

    0.01% of the 13F portfolio, value $1,958,460.

    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 31,995 shares
    Change vs previous 13F +7,281 shares

    0.01% of the 13F portfolio, value $1,431,788.

    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 24,714 shares
    Change vs previous 13F +1,838 shares

    0.01% of the 13F portfolio, value $1,012,550.

    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 22,876 shares
    Change vs previous 13F +4,205 shares

    0.01% of the 13F portfolio, value $1,001,062.

    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 18,671 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $766,799.

    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).