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Sequoia Financial Advisors, LLC: CVE position timeline

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

Sequoia Financial Advisors, LLC held 46,542 CVE 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 46,542 shares
    Change vs previous 13F +4,611 shares

    0.01% of the 13F portfolio, value $1,154,706.

    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 41,931 shares
    Change vs previous 13F +2,444 shares

    0.01% of the 13F portfolio, value $1,112,434.

    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 39,487 shares
    Change vs previous 13F +1,798 shares

    <0.01% of the 13F portfolio, value $668,115.

    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 37,689 shares
    Change vs previous 13F +2,466 shares

    <0.01% of the 13F portfolio, value $640,339.

    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 35,223 shares
    Change vs previous 13F +22,650 shares

    <0.01% of the 13F portfolio, value $479,027.

    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 12,573 shares
    Change vs previous 13F -7,393 shares

    <0.01% of the 13F portfolio, value $174,888.

    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 19,966 shares
    Change vs previous 13F +3,320 shares

    <0.01% of the 13F portfolio, value $302,480.

    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 16,646 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,485.

    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).