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Sequoia Financial Advisors, LLC: CPNG position timeline

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

Sequoia Financial Advisors, LLC held 89,534 CPNG 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 89,534 shares
    Change vs previous 13F +13,666 shares

    0.01% of the 13F portfolio, value $1,555,206.

    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 75,868 shares
    Change vs previous 13F +15,970 shares

    0.01% of the 13F portfolio, value $1,432,388.

    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 59,898 shares
    Change vs previous 13F -5,602 shares

    0.01% of the 13F portfolio, value $1,412,994.

    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 65,500 shares
    Change vs previous 13F -2,968 shares

    0.01% of the 13F portfolio, value $2,109,101.

    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 68,468 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $2,051,302.

    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 68,105 shares
    Change vs previous 13F +1,276 shares

    0.01% of the 13F portfolio, value $1,493,543.

    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 66,829 shares
    Change vs previous 13F -5,169 shares

    0.01% of the 13F portfolio, value $1,468,902.

    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 71,998 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,767,552.

    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).