Sequoia Financial Advisors, LLC: COLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on COLD, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 21,801 COLD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 21,801 sharesChange vs previous 13F +2,921 shares
<0.01% of the 13F portfolio, value $342,712.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,880 sharesChange vs previous 13F -1,032 shares
<0.01% of the 13F portfolio, value $216,365.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,912 sharesChange vs previous 13F +2,405 shares
<0.01% of the 13F portfolio, value $256,069.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,507 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $214,286.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).