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Sequoia Financial Advisors, LLC: COST position timeline

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

Sequoia Financial Advisors, LLC held 94,833 COST 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 94,833 shares
    Change vs previous 13F -2,442 shares

    0.44% of the 13F portfolio, value $88,713,855.

    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 97,275 shares
    Change vs previous 13F +8,531 shares

    0.54% of the 13F portfolio, value $96,928,035.

    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 88,744 shares
    Change vs previous 13F +8,990 shares

    0.43% of the 13F portfolio, value $76,527,911.

    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 79,754 shares
    Change vs previous 13F +4,193 shares

    0.45% of the 13F portfolio, value $73,822,750.

    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 75,561 shares
    Change vs previous 13F +5,493 shares

    0.51% of the 13F portfolio, value $74,800,870.

    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 70,068 shares
    Change vs previous 13F +1,092 shares

    0.51% of the 13F portfolio, value $66,268,889.

    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 68,976 shares
    Change vs previous 13F +16,967 shares

    0.61% of the 13F portfolio, value $63,200,387.

    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 52,009 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $46,107,423.

    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).