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Sequoia Financial Advisors, LLC: CVS position timeline

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

Sequoia Financial Advisors, LLC held 55,759 CVS 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 55,759 shares
    Change vs previous 13F +1,646 shares

    0.03% of the 13F portfolio, value $5,768,228.

    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 54,113 shares
    Change vs previous 13F -21,433 shares

    0.02% of the 13F portfolio, value $3,886,412.

    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 75,546 shares
    Change vs previous 13F +30,977 shares

    0.03% of the 13F portfolio, value $5,995,308.

    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 44,569 shares
    Change vs previous 13F -3,161 shares

    0.02% of the 13F portfolio, value $3,360,090.

    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 47,730 shares
    Change vs previous 13F +2,825 shares

    0.02% of the 13F portfolio, value $3,292,414.

    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 44,905 shares
    Change vs previous 13F +3,748 shares

    0.02% of the 13F portfolio, value $3,042,342.

    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 41,157 shares
    Change vs previous 13F -6,551 shares

    0.02% of the 13F portfolio, value $1,847,534.

    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 47,708 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,999,860.

    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).