Skip to content
Disclosery

Sequoia Financial Advisors, LLC: ICOW position timeline

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

Sequoia Financial Advisors, LLC held 1,431,215 ICOW 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 1,431,215 shares
    Change vs previous 13F -77,882 shares

    0.3% of the 13F portfolio, value $59,581,488.

    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 1,509,097 shares
    Change vs previous 13F -27,830 shares

    0.36% of the 13F portfolio, value $64,046,096.

    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 1,536,927 shares
    Change vs previous 13F -26,263 shares

    0.33% of the 13F portfolio, value $59,448,318.

    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 1,563,190 shares
    Change vs previous 13F +56,028 shares

    0.35% of the 13F portfolio, value $56,931,377.

    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 1,507,162 shares
    Change vs previous 13F +15,903 shares

    0.35% of the 13F portfolio, value $51,288,737.

    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 1,491,259 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $46,840,437.

    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).