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Sequoia Financial Advisors, LLC: CLOA position timeline

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

Sequoia Financial Advisors, LLC held 24,448 CLOA 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 24,448 shares
    Change vs previous 13F -10,197 shares

    0.01% of the 13F portfolio, value $1,269,096.

    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 34,645 shares
    Change vs previous 13F +10,751 shares

    0.01% of the 13F portfolio, value $1,795,825.

    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 23,894 shares
    Change vs previous 13F +5,868 shares

    0.01% of the 13F portfolio, value $1,236,386.

    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 18,026 shares
    Change vs previous 13F -460 shares

    0.01% of the 13F portfolio, value $936,722.

    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 18,486 shares
    Change vs previous 13F +8,784 shares

    0.01% of the 13F portfolio, value $959,794.

    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 9,702 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,370.

    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).