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Sequoia Financial Advisors, LLC: CI position timeline

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

Sequoia Financial Advisors, LLC held 12,092 CI 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 12,092 shares
    Change vs previous 13F +1,563 shares

    0.02% of the 13F portfolio, value $3,333,395.

    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 10,529 shares
    Change vs previous 13F -14,063 shares

    0.02% of the 13F portfolio, value $2,808,497.

    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 24,592 shares
    Change vs previous 13F +18,482 shares

    0.04% of the 13F portfolio, value $6,768,468.

    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 6,110 shares
    Change vs previous 13F -1,630 shares

    0.01% of the 13F portfolio, value $1,761,270.

    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 7,740 shares
    Change vs previous 13F +1,265 shares

    0.02% of the 13F portfolio, value $2,558,667.

    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 6,475 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $2,130,262.

    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 6,316 shares
    Change vs previous 13F +1,368 shares

    0.02% of the 13F portfolio, value $1,744,006.

    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 4,948 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,714,019.

    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).