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Sequoia Financial Advisors, LLC: COWZ position timeline

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

Sequoia Financial Advisors, LLC held 1,781,365 COWZ 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 1,781,365 shares
    Change vs previous 13F -43,283 shares

    0.55% of the 13F portfolio, value $110,800,891.

    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 1,824,648 shares
    Change vs previous 13F +23,487 shares

    0.64% of the 13F portfolio, value $114,149,975.

    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 1,801,161 shares
    Change vs previous 13F +3,426 shares

    0.61% of the 13F portfolio, value $108,375,865.

    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 1,797,735 shares
    Change vs previous 13F +95,632 shares

    0.63% of the 13F portfolio, value $103,315,817.

    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 1,702,103 shares
    Change vs previous 13F +1,821 shares

    0.64% of the 13F portfolio, value $93,785,904.

    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 1,700,282 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $93,107,451.

    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).