Skip to content
Disclosery

Sequoia Financial Advisors, LLC: CHRW position timeline

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

Sequoia Financial Advisors, LLC held 45,424 CHRW 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 45,424 shares
    Change vs previous 13F +23,990 shares

    0.04% of the 13F portfolio, value $8,555,241.

    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 21,434 shares
    Change vs previous 13F -2,755 shares

    0.02% of the 13F portfolio, value $3,559,619.

    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 24,189 shares
    Change vs previous 13F +715 shares

    0.02% of the 13F portfolio, value $3,888,696.

    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 23,474 shares
    Change vs previous 13F -3,089 shares

    0.02% of the 13F portfolio, value $3,107,994.

    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 26,563 shares
    Change vs previous 13F +257 shares

    0.02% of the 13F portfolio, value $2,548,727.

    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 26,306 shares
    Change vs previous 13F +6,045 shares

    0.02% of the 13F portfolio, value $2,693,735.

    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 20,261 shares
    Change vs previous 13F -1,291 shares

    0.02% of the 13F portfolio, value $2,093,400.

    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 21,552 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,378,727.

    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).