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Sequoia Financial Advisors, LLC: CSGP position timeline

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

Sequoia Financial Advisors, LLC held 54,883 CSGP 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 54,883 shares
    Change vs previous 13F +3,195 shares

    0.01% of the 13F portfolio, value $1,554,301.

    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 51,688 shares
    Change vs previous 13F +2,324 shares

    0.01% of the 13F portfolio, value $2,085,114.

    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 49,364 shares
    Change vs previous 13F -1,947 shares

    0.02% of the 13F portfolio, value $3,319,210.

    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 51,311 shares
    Change vs previous 13F +732 shares

    0.03% of the 13F portfolio, value $4,329,098.

    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 50,579 shares
    Change vs previous 13F +4,506 shares

    0.03% of the 13F portfolio, value $4,066,522.

    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 46,073 shares
    Change vs previous 13F +36,310 shares

    0.03% of the 13F portfolio, value $3,650,369.

    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 9,763 shares
    Change vs previous 13F +2,328 shares

    0.01% of the 13F portfolio, value $698,920.

    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 7,435 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $560,883.

    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).