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Sequoia Financial Advisors, LLC: CWI position timeline

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

Sequoia Financial Advisors, LLC held 355,329 CWI 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 355,329 shares
    Change vs previous 13F -10,559 shares

    0.07% of the 13F portfolio, value $14,451,239.

    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 365,888 shares
    Change vs previous 13F -5,234 shares

    0.08% of the 13F portfolio, value $13,387,827.

    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 371,122 shares
    Change vs previous 13F -2,380 shares

    0.07% of the 13F portfolio, value $13,330,715.

    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 373,502 shares
    Change vs previous 13F -2,848 shares

    0.08% of the 13F portfolio, value $13,042,698.

    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 376,350 shares
    Change vs previous 13F -150,518 shares

    0.08% of the 13F portfolio, value $12,291,600.

    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 526,868 shares
    Change vs previous 13F -16,329 shares

    0.12% of the 13F portfolio, value $15,584,755.

    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 543,197 shares
    Change vs previous 13F -11,732 shares

    0.15% of the 13F portfolio, value $15,176,924.

    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 554,929 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,892,039.

    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).