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Sequoia Financial Advisors, LLC: CSX position timeline

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

Sequoia Financial Advisors, LLC held 98,658 CSX 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 98,658 shares
    Change vs previous 13F +2,799 shares

    0.02% of the 13F portfolio, value $4,689,231.

    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 95,859 shares
    Change vs previous 13F -107,925 shares

    0.02% of the 13F portfolio, value $3,935,024.

    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 203,784 shares
    Change vs previous 13F +26,617 shares

    0.04% of the 13F portfolio, value $7,387,163.

    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 177,167 shares
    Change vs previous 13F +25,340 shares

    0.04% of the 13F portfolio, value $6,291,182.

    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 151,827 shares
    Change vs previous 13F +7,751 shares

    0.03% of the 13F portfolio, value $4,954,107.

    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 144,076 shares
    Change vs previous 13F +17,630 shares

    0.03% of the 13F portfolio, value $4,240,156.

    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 126,446 shares
    Change vs previous 13F +11,923 shares

    0.04% of the 13F portfolio, value $4,080,417.

    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 114,523 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,954,478.

    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).